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 | $148,978-45.6% | $200,582-59.6% | $84,808-4.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 15.95% | 28.16%-12.2pp | 42.33%-26.4pp | 40.90%-24.9pp |
| Employer contribution / active EE | $4,153 | $4,815-13.8% | $6,419-35.3% | $2,631+57.8% |
| Participant deferral / active EE | $6,995 | $7,142-2.1% | $9,331-25.0% | $4,212+66.1% |
| Admin fee / account holder | $3,265 | $13,977-76.6% | $16,305-80.0% | $7,344-55.5% |