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 | $150,924 | $102,317+47.5% | $146,958+2.7% | $80,856+86.7% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.2%+7.8pp | 67.6%+22.4pp |
| Annual return | 14.86% | 134.76%-119.9pp | 418.34%-403.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $4,725 | $3,713+27.3% | $4,933-4.2% | $2,755+71.5% |
| Participant deferral / active EE | $14,887 | $6,644+124.1% | $8,070+84.5% | $4,296+246.6% |
| Admin fee / account holder | $13,050 | $7,941+64.3% | $12,998+0.4% | $6,918+88.6% |