Filed August 31, 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 | $55,161 | $94,529-41.6% | $140,016-60.6% | $64,186-14.1% |
| Participation rate | 85.1% | 84.1%+1.0pp | 87.5%-2.4pp | 69.6%+15.5pp |
| Annual return | -4.59% | 7.77%-12.4pp | 651.12%-655.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $3,470 | $3,812-9.0% | $5,606-38.1% | $2,381+45.7% |
| Participant deferral / active EE | $5,992 | $5,250+14.1% | $6,927-13.5% | $3,470+72.7% |
| Admin fee / account holder | $5,155 | $6,741-23.5% | $10,705-51.8% | $4,888+5.5% |