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 | $118,355 | $125,758-5.9% | $169,993-30.4% | $75,163+57.5% |
| Participation rate | 80.0% | 83.6%-3.6pp | 87.0%-7.0pp | 67.2%+12.8pp |
| Annual return | 21.54% | 27.20%-5.7pp | 53.37%-31.8pp | 160.62%-139.1pp |
| Employer contribution / active EE | $3,629 | $4,615-21.4% | $6,785-46.5% | $2,670+35.9% |
| Participant deferral / active EE | $5,159 | $6,837-24.5% | $10,408-50.4% | $4,125+25.1% |
| Admin fee / account holder | $5,899 | $8,173-27.8% | $12,815-54.0% | $5,651+4.4% |