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 | $177,553 | $105,181+68.8% | $159,436+11.4% | $85,850+106.8% |
| Participation rate | 95.6% | 75.8%+19.8pp | 82.8%+12.7pp | 69.3%+26.2pp |
| Annual return | 16.59% | 45.07%-28.5pp | 263.57%-247.0pp | 318.53%-301.9pp |
| Employer contribution / active EE | $5,795 | $3,318+74.6% | $4,829+20.0% | $2,565+125.9% |
| Participant deferral / active EE | $12,041 | $5,945+102.6% | $7,352+63.8% | $3,952+204.7% |
| Admin fee / account holder | $8,767 | $6,933+26.5% | $10,799-18.8% | $6,260+40.1% |