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 | $97,480 | $110,094-11.5% | $151,611-35.7% | $68,494+42.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -14.13% | -10.12%-4.0pp | 3.33%-17.5pp | -7.84%-6.3pp |
| Employer contribution / active EE | $7,170 | $4,471+60.4% | $6,166+16.3% | $2,596+176.2% |
| Participant deferral / active EE | $5,788 | $6,527-11.3% | $8,363-30.8% | $4,027+43.7% |
| Admin fee / account holder | $20,534 | $7,719+166.0% | $11,616+76.8% | $5,403+280.1% |