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 | $142,813 | $148,978-4.1% | $200,582-28.8% | $84,808+68.4% |
| Participation rate | 82.5% | 84.2%-1.7pp | 86.9%-4.4pp | 68.3%+14.2pp |
| Annual return | 13.92% | 28.16%-14.2pp | 42.33%-28.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $3,863 | $4,815-19.8% | $6,419-39.8% | $2,631+46.8% |
| Participant deferral / active EE | $5,484 | $7,142-23.2% | $9,331-41.2% | $4,212+30.2% |
| Admin fee / account holder | $14,839 | $13,977+6.2% | $16,305-9.0% | $7,344+102.1% |