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 | $128,806 | $82,664+55.8% | $125,339+2.8% | $68,494+88.1% |
| Participation rate | 98.1% | 75.0%+23.0pp | 82.4%+15.7pp | 67.9%+30.2pp |
| Annual return | -17.34% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $3,651 | $3,381+8.0% | $4,814-24.1% | $2,596+40.6% |
| Participant deferral / active EE | $10,389 | $6,110+70.0% | $7,446+39.5% | $4,027+158.0% |
| Admin fee / account holder | $6,997 | $6,275+11.5% | $10,010-30.1% | $5,403+29.5% |