Filed July 19, 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 | $151,463 | $62,586+142.0% | $76,768+97.3% | $64,186+136.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 20.01% | -1.95%+22.0pp | 2.43%+17.6pp | 7.63%+12.4pp |
| Employer contribution / active EE | $1,760 | $1,832-3.9% | $2,485-29.2% | $2,381-26.1% |
| Participant deferral / active EE | $5,673 | $3,145+80.4% | $3,852+47.3% | $3,470+63.5% |
| Admin fee / account holder | $5,344 | $4,667+14.5% | $6,675-19.9% | $4,888+9.3% |