Filed July 9, 2021 (most recent of 4 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 | $248,264 | $89,355+177.8% | $141,162+75.9% | $72,985+240.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.11% | 111.85%-88.7pp | 71.39%-48.3pp | 81.00%-57.9pp |
| Employer contribution / active EE | $3,628 | $3,114+16.5% | $4,735-23.4% | $2,440+48.7% |
| Participant deferral / active EE | $11,005 | $5,418+103.1% | $6,709+64.0% | $3,607+205.1% |
| Admin fee / account holder | $5,881 | $5,958-1.3% | $10,261-42.7% | $5,124+14.8% |