Filed April 26, 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 | $47,231 | $94,529-50.0% | $140,016-66.3% | $64,186-26.4% |
| Participation rate | 76.0% | 84.1%-8.1pp | 87.5%-11.5pp | 69.6%+6.4pp |
| Annual return | -4.25% | 7.77%-12.0pp | 651.12%-655.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,744 | $3,812-54.3% | $5,606-68.9% | $2,381-26.8% |
| Participant deferral / active EE | $3,001 | $5,250-42.8% | $6,927-56.7% | $3,470-13.5% |
| Admin fee / account holder | $2,906 | $6,741-56.9% | $10,705-72.9% | $4,888-40.5% |