Filed April 28, 2020 (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 | $127,884 | $58,851+117.3% | $115,157+11.1% | $72,985+75.2% |
| Participation rate | 91.1% | 65.5%+25.6pp | 75.9%+15.2pp | 69.5%+21.6pp |
| Annual return | 18.14% | 23.16%-5.0pp | 35.60%-17.5pp | 81.00%-62.9pp |
| Employer contribution / active EE | $4,317 | $1,798+140.1% | $3,179+35.8% | $2,440+76.9% |
| Participant deferral / active EE | $4,547 | $2,643+72.1% | $4,168+9.1% | $3,607+26.0% |
| Admin fee / account holder | $42,470 | $6,370+566.7% | $7,088+499.2% | $5,124+728.8% |