Filed April 10, 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 | $199,953 | $94,529+111.5% | $140,016+42.8% | $64,186+211.5% |
| Participation rate | 94.3% | 84.1%+10.2pp | 87.5%+6.8pp | 69.6%+24.7pp |
| Annual return | -5.92% | 7.77%-13.7pp | 651.12%-657.0pp | 7.63%-13.6pp |
| Employer contribution / active EE | $6,342 | $3,812+66.4% | $5,606+13.1% | $2,381+166.4% |
| Participant deferral / active EE | $4,520 | $5,250-13.9% | $6,927-34.7% | $3,470+30.3% |
| Admin fee / account holder | $4,366 | $6,741-35.2% | $10,705-59.2% | $4,888-10.7% |