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 | $101,205 | $210,648-52.0% | $177,989-43.1% | $145,922-30.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.14% | 385.86%-374.7pp | 294.48%-283.3pp | 561.29%-550.1pp |
| Employer contribution / active EE | $7,195 | $4,565+57.6% | $3,949+82.2% | $4,660+54.4% |
| Participant deferral / active EE | $15,581 | $6,958+123.9% | $6,276+148.3% | $6,688+133.0% |
| Admin fee / account holder | $43,702 | $12,013+263.8% | $10,363+321.7% | $13,397+226.2% |