Filed July 21, 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 7-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 | $18,036 | $64,707-72.1% | $112,228-83.9% | $68,494-73.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -14.00% | -11.40%-2.6pp | 27.45%-41.4pp | -7.84%-6.2pp |
| Employer contribution / active EE | $3,298 | $2,746+20.1% | $3,635-9.3% | $2,596+27.0% |
| Participant deferral / active EE | $6,362 | $3,565+78.5% | $4,728+34.6% | $4,027+58.0% |
| Admin fee / account holder | $746 | $5,232-85.7% | $6,410-88.4% | $5,403-86.2% |