Filed July 21, 2021 (most recent of 4 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 | $81,107 | $146,267-44.5% | $197,124-58.9% | $82,448-1.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 15.95% | 29.61%-13.7pp | 44.34%-28.4pp | 41.64%-25.7pp |
| Employer contribution / active EE | $4,153 | $4,723-12.1% | $6,227-33.3% | $2,551+62.8% |
| Participant deferral / active EE | $6,995 | $7,035-0.6% | $9,135-23.4% | $4,139+69.0% |
| Admin fee / account holder | $3,265 | $14,422-77.4% | $16,298-80.0% | $7,234-54.9% |