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 | $61,921 | $46,674+32.7% | $117,472-47.3% | $68,494-9.6% |
| Participation rate | 80.6% | 56.8%+23.8pp | 70.6%+10.0pp | 67.9%+12.7pp |
| Annual return | -14.47% | -14.52%0pp | 29.74%-44.2pp | -7.84%-6.6pp |
| Employer contribution / active EE | $2,702 | $1,505+79.6% | $4,176-35.3% | $2,596+4.1% |
| Participant deferral / active EE | $3,407 | $2,636+29.2% | $4,070-16.3% | $4,027-15.4% |
| Admin fee / account holder | $3,329 | $4,020-17.2% | $5,645-41.0% | $5,403-38.4% |