Filed July 8, 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 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 | $130,714 | $171,865-23.9% | $149,718-12.7% | $147,584-11.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.65% | 2113.22%-2103.6pp | 1501.63%-1492.0pp | 578.55%-568.9pp |
| Employer contribution / active EE | $7,238 | $6,275+15.3% | $5,445+32.9% | $4,876+48.4% |
| Participant deferral / active EE | $5,282 | $7,271-27.4% | $6,569-19.6% | $5,439-2.9% |
| Admin fee / account holder | $44,290 | $13,799+221.0% | $11,283+292.5% | $10,885+306.9% |