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 | $53,430 | $87,841-39.2% | $133,980-60.1% | $62,891-15.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 6.63% | 12.05%-5.4pp | 29.30%-22.7pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,593 | $3,483-54.3% | $5,211-69.4% | $2,281-30.2% |
| Participant deferral / active EE | $4,505 | $4,812-6.4% | $6,282-28.3% | $3,203+40.6% |
| Admin fee / account holder | $3,464 | $5,371-35.5% | $9,324-62.9% | $4,296-19.4% |