Filed October 8, 2021 (most recent of 3 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 | $71,069 | $190,805-62.8% | $159,960-55.6% | $134,475-47.2% |
| Participation rate | 90.0% | 81.9%+8.1pp | 78.0%+12.0pp | 81.2%+8.8pp |
| Annual return | -15.11% | 552.23%-567.3pp | 408.60%-423.7pp | 417.96%-433.1pp |
| Employer contribution / active EE | $3,121 | $4,995-37.5% | $4,226-26.2% | $4,740-34.2% |
| Participant deferral / active EE | $13,855 | $6,923+100.1% | $6,182+124.1% | $6,400+116.5% |
| Admin fee / account holder | $23,611 | $10,471+125.5% | $8,698+171.5% | $11,426+106.6% |