Filed February 17, 2021 (most recent of 2 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 9-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 | $130,773 | $88,710+47.4% | $81,783+59.9% | $145,959-10.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.19% | 1027.26%-1008.1pp | 775.05%-755.9pp | 561.95%-542.8pp |
| Employer contribution / active EE | $9,253 | $3,083+200.1% | $2,913+217.7% | $4,661+98.5% |
| Participant deferral / active EE | $12,332 | $4,645+165.5% | $4,320+185.4% | $6,689+84.4% |
| Admin fee / account holder | $782 | $8,407-90.7% | $7,380-89.4% | $13,398-94.2% |