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 | $45,493 | $123,793-63.3% | $177,821-74.4% | $79,858-43.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 11.61% | 22.82%-11.2pp | 48.32%-36.7pp | 31.71%-20.1pp |
| Employer contribution / active EE | $2,616 | $4,095-36.1% | $5,918-55.8% | $2,471+5.9% |
| Participant deferral / active EE | $6,308 | $5,956+5.9% | $7,714-18.2% | $3,740+68.7% |
| Admin fee / account holder | $11,646 | $7,243+60.8% | $12,427-6.3% | $5,306+119.5% |