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 | $144,667 | $61,605+134.8% | $112,229+28.9% | $75,163+92.5% |
| Participation rate | 97.6% | 61.7%+35.9pp | 72.4%+25.1pp | 67.2%+30.4pp |
| Annual return | 21.90% | 28.47%-6.6pp | 30.20%-8.3pp | 160.62%-138.7pp |
| Employer contribution / active EE | $6,155 | $2,015+205.4% | $3,430+79.4% | $2,670+130.5% |
| Participant deferral / active EE | $7,000 | $3,108+125.2% | $4,798+45.9% | $4,125+69.7% |
| Admin fee / account holder | $9,547 | $4,862+96.4% | $7,748+23.2% | $5,651+69.0% |