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 | $94,693 | $110,094-14.0% | $151,611-37.5% | $68,494+38.2% |
| Participation rate | 83.8% | 84.0%-0.2pp | 87.5%-3.7pp | 67.9%+15.9pp |
| Annual return | -15.18% | -10.12%-5.1pp | 3.33%-18.5pp | -7.84%-7.3pp |
| Employer contribution / active EE | $3,900 | $4,471-12.8% | $6,166-36.8% | $2,596+50.2% |
| Participant deferral / active EE | $5,981 | $6,527-8.4% | $8,363-28.5% | $4,027+48.5% |
| Admin fee / account holder | $988 | $7,719-87.2% | $11,616-91.5% | $5,403-81.7% |