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 | $95,452 | $148,978-35.9% | $200,582-52.4% | $84,808+12.6% |
| Participation rate | 93.2% | 84.2%+9.0pp | 86.9%+6.3pp | 68.3%+24.9pp |
| Annual return | 15.84% | 28.16%-12.3pp | 42.33%-26.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,454 | $4,815-28.3% | $6,419-46.2% | $2,631+31.3% |
| Participant deferral / active EE | $7,717 | $7,142+8.1% | $9,331-17.3% | $4,212+83.2% |
| Admin fee / account holder | $20,143 | $13,977+44.1% | $16,305+23.5% | $7,344+174.3% |