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 | $118,604 | $99,020+19.8% | $86,590+37.0% | $147,584-19.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.48% | 1312.34%-1301.9pp | 964.84%-954.4pp | 578.55%-568.1pp |
| Employer contribution / active EE | $2,439 | $3,132-22.1% | $2,839-14.1% | $4,876-50.0% |
| Participant deferral / active EE | $4,384 | $3,972+10.4% | $3,609+21.5% | $5,439-19.4% |
| Admin fee / account holder | $377 | $5,710-93.4% | $4,906-92.3% | $10,885-96.5% |