Filed February 5, 2021 (most recent of 5 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 | $48,810 | $82,032-40.5% | $123,104-60.4% | $59,632-18.1% |
| Participation rate | 75.3% | 83.2%-7.9pp | 86.8%-11.5pp | 68.7%+6.6pp |
| Annual return | 3.22% | 5.12%-1.9pp | 13.22%-10.0pp | 2041.28%-2038.1pp |
| Employer contribution / active EE | $1,636 | $3,297-50.4% | $5,151-68.2% | $2,203-25.7% |
| Participant deferral / active EE | $2,778 | $4,667-40.5% | $6,230-55.4% | $3,192-13.0% |
| Admin fee / account holder | $6,288 | $5,881+6.9% | $9,015-30.2% | $4,297+46.3% |