Filed November 3, 2020 (most recent of 3 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 | $122,243 | $137,414-11.0% | $189,513-35.5% | $85,850+42.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 12.97% | 38.14%-25.2pp | 555.15%-542.2pp | 318.53%-305.6pp |
| Employer contribution / active EE | $6,257 | $4,344+44.0% | $6,162+1.6% | $2,565+143.9% |
| Participant deferral / active EE | $4,316 | $6,260-31.0% | $8,221-47.5% | $3,952+9.2% |
| Admin fee / account holder | $4,770 | $8,630-44.7% | $12,045-60.4% | $6,260-23.8% |