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 | $234,095 | $110,094+112.6% | $151,611+54.4% | $68,494+241.8% |
| Participation rate | 85.7% | 84.0%+1.8pp | 87.5%-1.8pp | 67.9%+17.8pp |
| Annual return | -15.98% | -10.12%-5.9pp | 3.33%-19.3pp | -7.84%-8.1pp |
| Employer contribution / active EE | $7,641 | $4,471+70.9% | $6,166+23.9% | $2,596+194.3% |
| Participant deferral / active EE | $5,168 | $6,527-20.8% | $8,363-38.2% | $4,027+28.3% |
| Admin fee / account holder | $4,572 | $7,719-40.8% | $11,616-60.6% | $5,403-15.4% |