Filed October 1, 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 | $79,066 | $53,777+47.0% | $134,143-41.1% | $79,858-1.0% |
| Participation rate | 88.7% | 58.8%+30.0pp | 72.2%+16.6pp | 69.6%+19.1pp |
| Annual return | 15.51% | 19.01%-3.5pp | 36.33%-20.8pp | 31.71%-16.2pp |
| Employer contribution / active EE | $2,628 | $1,321+98.9% | $3,704-29.1% | $2,471+6.4% |
| Participant deferral / active EE | $3,664 | $2,420+51.4% | $3,499+4.7% | $3,740-2.0% |
| Admin fee / account holder | $1,313 | $3,984-67.1% | $6,684-80.4% | $5,306-75.3% |