Filed September 24, 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 | $52,657 | $100,041-47.4% | $149,718-64.8% | $70,131-24.9% |
| Participation rate | 77.6% | 83.6%-6.0pp | 87.1%-9.5pp | 69.5%+8.1pp |
| Annual return | 17.35% | 27.43%-10.1pp | 1501.63%-1484.3pp | 73.14%-55.8pp |
| Employer contribution / active EE | $1,835 | $3,662-49.9% | $5,445-66.3% | $2,342-21.7% |
| Participant deferral / active EE | $3,341 | $4,983-33.0% | $6,569-49.1% | $3,332+0.3% |
| Admin fee / account holder | $1,633 | $8,286-80.3% | $11,283-85.5% | $4,645-64.8% |