Filed May 20, 2021 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,356 | $95,803+44.4% | $113,168+22.3% | $84,808+63.1% |
| Participation rate | 82.1% | 72.9%+9.3pp | 76.6%+5.6pp | 68.3%+13.8pp |
| Annual return | 15.31% | 25.00%-9.7pp | 24.27%-9.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $4,222 | $2,360+78.9% | $2,975+41.9% | $2,631+60.5% |
| Participant deferral / active EE | $10,912 | $4,242+157.2% | $5,107+113.7% | $4,212+159.1% |
| Admin fee / account holder | $36,032 | $8,989+300.9% | $12,068+198.6% | $7,344+390.6% |