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 | $153,794 | $81,460+88.8% | $103,333+48.8% | $80,856+90.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.85% | 25.55%-14.7pp | 24.88%-14.0pp | 35.59%-24.7pp |
| Employer contribution / active EE | $5,556 | $3,105+78.9% | $3,868+43.6% | $2,755+101.7% |
| Participant deferral / active EE | $6,963 | $3,869+80.0% | $5,057+37.7% | $4,296+62.1% |
| Admin fee / account holder | $10,245 | $6,566+56.0% | $8,355+22.6% | $6,918+48.1% |