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 | $256,866 | $138,347+85.7% | $184,203+39.4% | $80,856+217.7% |
| Participation rate | 94.7% | 83.9%+10.9pp | 86.8%+7.9pp | 67.6%+27.1pp |
| Annual return | 11.87% | 20.02%-8.2pp | 28.81%-16.9pp | 35.59%-23.7pp |
| Employer contribution / active EE | $6,056 | $4,850+24.9% | $6,427-5.8% | $2,755+119.8% |
| Participant deferral / active EE | $5,969 | $7,071-15.6% | $9,131-34.6% | $4,296+39.0% |
| Admin fee / account holder | $57,636 | $10,483+449.8% | $13,901+314.6% | $6,918+733.1% |