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 | $102,020 | $202,432-49.6% | $169,368-39.8% | $139,434-26.8% |
| Participation rate | 90.0% | 81.1%+8.9pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 24.64% | 531.74%-507.1pp | 405.60%-381.0pp | 372.94%-348.3pp |
| Employer contribution / active EE | $7,081 | $4,692+50.9% | $4,013+76.5% | $4,751+49.0% |
| Participant deferral / active EE | $16,576 | $6,938+138.9% | $6,221+166.4% | $6,710+147.0% |
| Admin fee / account holder | $5,167 | $10,708-51.7% | $9,003-42.6% | $11,403-54.7% |