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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,681 | $123,793+110.6% | $177,821+46.6% | $79,858+226.4% |
| Participation rate | 97.1% | 84.7%+12.5pp | 87.7%+9.4pp | 69.6%+27.5pp |
| Annual return | 13.05% | 22.82%-9.8pp | 48.32%-35.3pp | 31.71%-18.7pp |
| Employer contribution / active EE | $7,076 | $4,095+72.8% | $5,918+19.6% | $2,471+186.4% |
| Participant deferral / active EE | $6,473 | $5,956+8.7% | $7,714-16.1% | $3,740+73.1% |
| Admin fee / account holder | $14,569 | $7,243+101.2% | $12,427+17.2% | $5,306+174.6% |