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 | $295,604 | $137,414+115.1% | $189,513+56.0% | $85,850+244.3% |
| Participation rate | 92.3% | 84.6%+7.7pp | 87.8%+4.5pp | 69.3%+23.0pp |
| Annual return | 13.39% | 38.14%-24.8pp | 555.15%-541.8pp | 318.53%-305.1pp |
| Employer contribution / active EE | $8,461 | $4,344+94.8% | $6,162+37.3% | $2,565+229.9% |
| Participant deferral / active EE | $5,703 | $6,260-8.9% | $8,221-30.6% | $3,952+44.3% |
| Admin fee / account holder | $13,239 | $8,630+53.4% | $12,045+9.9% | $6,260+111.5% |