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 | $131,490 | $189,613-30.7% | $167,512-21.5% | $142,382-7.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.94% | 2024.68%-2009.7pp | 1615.79%-1600.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $6,850 | $4,349+57.5% | $3,882+76.5% | $4,299+59.3% |
| Participant deferral / active EE | $15,895 | $6,981+127.7% | $6,405+148.2% | $6,507+144.3% |
| Admin fee / account holder | $1,354 | $10,528-87.1% | $9,769-86.1% | $12,624-89.3% |