Filed April 15, 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 | $42,887 | $94,529-54.6% | $140,016-69.4% | $64,186-33.2% |
| Participation rate | 92.2% | 84.1%+8.1pp | 87.5%+4.7pp | 69.6%+22.6pp |
| Annual return | -6.94% | 7.77%-14.7pp | 651.12%-658.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,922 | $3,812-49.6% | $5,606-65.7% | $2,381-19.3% |
| Participant deferral / active EE | $4,641 | $5,250-11.6% | $6,927-33.0% | $3,470+33.8% |
| Admin fee / account holder | $2,665 | $6,741-60.5% | $10,705-75.1% | $4,888-45.5% |