Filed October 27, 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 | $17,074 | $43,327-60.6% | $59,878-71.5% | $64,186-73.4% |
| Participation rate | 96.5% | 69.2%+27.3pp | 74.7%+21.8pp | 69.6%+26.9pp |
| Annual return | 8.31% | -1.55%+9.9pp | 3.46%+4.8pp | 7.63%+0.7pp |
| Employer contribution / active EE | $487 | $2,028-76.0% | $2,722-82.1% | $2,381-79.5% |
| Participant deferral / active EE | $0 | $2,546-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $966 | $3,005-67.9% | $3,590-73.1% | $4,888-80.2% |