Filed January 13, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,577 | $100,041-58.4% | $149,718-72.2% | $70,131-40.7% |
| Participation rate | 95.3% | 83.6%+11.8pp | 87.1%+8.3pp | 69.5%+25.8pp |
| Annual return | 18.03% | 27.43%-9.4pp | 1501.63%-1483.6pp | 73.14%-55.1pp |
| Employer contribution / active EE | $628 | $3,662-82.9% | $5,445-88.5% | $2,342-73.2% |
| Participant deferral / active EE | $6,832 | $4,983+37.1% | $6,569+4.0% | $3,332+105.1% |
| Admin fee / account holder | $2,146 | $8,286-74.1% | $11,283-81.0% | $4,645-53.8% |