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 | $133,007 | $73,933+79.9% | $96,683+37.6% | $75,163+77.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 16.25% | 26.70%-10.4pp | 35.69%-19.4pp | 160.62%-144.4pp |
| Employer contribution / active EE | $4,167 | $2,928+42.3% | $3,737+11.5% | $2,670+56.1% |
| Participant deferral / active EE | $6,605 | $3,659+80.5% | $4,878+35.4% | $4,125+60.1% |
| Admin fee / account holder | $18,004 | $5,216+245.2% | $6,730+167.5% | $5,651+218.6% |