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 | $243,326 | $125,758+93.5% | $169,993+43.1% | $75,163+223.7% |
| Participation rate | 92.7% | 83.6%+9.1pp | 87.0%+5.7pp | 67.2%+25.5pp |
| Annual return | 14.42% | 27.20%-12.8pp | 53.37%-39.0pp | 160.62%-146.2pp |
| Employer contribution / active EE | $6,127 | $4,615+32.8% | $6,785-9.7% | $2,670+129.5% |
| Participant deferral / active EE | $5,446 | $6,837-20.4% | $10,408-47.7% | $4,125+32.0% |
| Admin fee / account holder | $23,274 | $8,173+184.8% | $12,815+81.6% | $5,651+311.9% |