Filed January 11, 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 | $82,148 | $109,359-24.9% | $162,163-49.3% | $72,985+12.6% |
| Participation rate | 74.2% | 84.3%-10.1pp | 87.6%-13.4pp | 69.5%+4.7pp |
| Annual return | 21.74% | 25.46%-3.7pp | 115.59%-93.9pp | 81.00%-59.3pp |
| Employer contribution / active EE | $2,463 | $3,907-37.0% | $5,614-56.1% | $2,440+1.0% |
| Participant deferral / active EE | $5,351 | $5,481-2.4% | $7,298-26.7% | $3,607+48.3% |
| Admin fee / account holder | $1,787 | $7,972-77.6% | $10,843-83.5% | $5,124-65.1% |