Filed January 15, 2021 (most recent of 3 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 | $119,313 | $65,365+82.5% | $92,893+28.4% | $72,985+63.5% |
| Participation rate | 98.7% | 68.3%+30.4pp | 76.0%+22.7pp | 69.5%+29.2pp |
| Annual return | 20.59% | 42.10%-21.5pp | 109.41%-88.8pp | 81.00%-60.4pp |
| Employer contribution / active EE | $3,896 | $2,594+50.2% | $3,653+6.7% | $2,440+59.7% |
| Participant deferral / active EE | $5,321 | $3,128+70.1% | $4,236+25.6% | $3,607+47.5% |
| Admin fee / account holder | $1,996 | $4,251-53.0% | $5,794-65.5% | $5,124-61.0% |