Filed May 18, 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 | $136,285 | $63,346+115.1% | $92,233+47.8% | $70,131+94.3% |
| Participation rate | 84.2% | 68.7%+15.5pp | 76.5%+7.7pp | 69.5%+14.7pp |
| Annual return | 12.53% | 530.12%-517.6pp | 176.28%-163.8pp | 73.14%-60.6pp |
| Employer contribution / active EE | $7,859 | $2,471+218.0% | $3,679+113.6% | $2,342+235.5% |
| Participant deferral / active EE | $3,225 | $2,854+13.0% | $3,897-17.3% | $3,332-3.2% |
| Admin fee / account holder | $18,167 | $3,840+373.1% | $5,194+249.8% | $4,645+291.1% |