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 | $136,575 | $93,571+46.0% | $135,903+0.5% | $75,163+81.7% |
| Participation rate | 92.6% | 75.2%+17.4pp | 81.9%+10.7pp | 67.2%+25.4pp |
| Annual return | 18.71% | 30.90%-12.2pp | 68.23%-49.5pp | 160.62%-141.9pp |
| Employer contribution / active EE | $3,551 | $3,537+0.4% | $4,856-26.9% | $2,670+33.0% |
| Participant deferral / active EE | $10,122 | $6,404+58.1% | $7,758+30.5% | $4,125+145.4% |
| Admin fee / account holder | $24,656 | $6,975+253.5% | $10,762+129.1% | $5,651+336.3% |