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 | $56,791 | $110,094-48.4% | $151,611-62.5% | $68,494-17.1% |
| Participation rate | 98.5% | 84.0%+14.6pp | 87.5%+11.0pp | 67.9%+30.6pp |
| Annual return | -16.43% | -10.12%-6.3pp | 3.33%-19.8pp | -7.84%-8.6pp |
| Employer contribution / active EE | $3,217 | $4,471-28.0% | $6,166-47.8% | $2,596+23.9% |
| Participant deferral / active EE | $7,207 | $6,527+10.4% | $8,363-13.8% | $4,027+79.0% |
| Admin fee / account holder | $8,477 | $7,719+9.8% | $11,616-27.0% | $5,403+56.9% |