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 | $132,058 | $148,978-11.4% | $200,582-34.2% | $84,808+55.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 17.96% | 28.16%-10.2pp | 42.33%-24.4pp | 40.90%-22.9pp |
| Employer contribution / active EE | $6,276 | $4,815+30.3% | $6,419-2.2% | $2,631+138.5% |
| Participant deferral / active EE | $5,639 | $7,142-21.0% | $9,331-39.6% | $4,212+33.9% |
| Admin fee / account holder | $13,127 | $13,977-6.1% | $16,305-19.5% | $7,344+78.8% |