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 | $210,536 | $68,547+207.1% | $120,354+74.9% | $80,856+160.4% |
| Participation rate | 97.6% | 61.6%+36.0pp | 71.9%+25.7pp | 67.6%+30.0pp |
| Annual return | 15.13% | 23.60%-8.5pp | 107.15%-92.0pp | 35.59%-20.5pp |
| Employer contribution / active EE | $50,186 | $2,051+2346.5% | $3,463+1349.4% | $2,755+1721.7% |
| Participant deferral / active EE | $8,162 | $3,173+157.2% | $4,991+63.5% | $4,296+90.0% |
| Admin fee / account holder | $10,607 | $5,732+85.0% | $9,423+12.6% | $6,918+53.3% |