Filed March 12, 2020 (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 6-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 | $60,524 | $81,474-25.7% | $133,956-54.8% | $73,488-17.6% |
| Participation rate | 74.1% | 76.4%-2.3pp | 79.8%-5.8pp | 70.7%+3.4pp |
| Annual return | 19.61% | 19.40%+0.2pp | 45.09%-25.5pp | 28.51%-8.9pp |
| Employer contribution / active EE | $1,040 | $2,209-52.9% | $3,919-73.5% | $2,270-54.2% |
| Participant deferral / active EE | $6,894 | $3,786+82.1% | $5,048+36.6% | $3,740+84.4% |
| Admin fee / account holder | $1,160 | $713+62.6% | $8,927-87.0% | $513+126.0% |