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 | $119,382 | $64,707+84.5% | $112,228+6.4% | $68,494+74.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.59% | -11.40%-6.2pp | 27.45%-45.0pp | -7.84%-9.7pp |
| Employer contribution / active EE | $4,054 | $2,746+47.6% | $3,635+11.5% | $2,596+56.1% |
| Participant deferral / active EE | $6,315 | $3,565+77.1% | $4,728+33.6% | $4,027+56.8% |
| Admin fee / account holder | $6,747 | $5,232+29.0% | $6,410+5.3% | $5,403+24.9% |