Filed November 10, 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 | $48,240 | $185,822-74.0% | $169,993-71.6% | $139,434-65.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.16% | 60.50%-47.3pp | 53.37%-40.2pp | 372.94%-359.8pp |
| Employer contribution / active EE | $4,899 | $7,590-35.5% | $6,785-27.8% | $4,751+3.1% |
| Participant deferral / active EE | $9,368 | $11,622-19.4% | $10,408-10.0% | $6,710+39.6% |
| Admin fee / account holder | $1,918 | $15,381-87.5% | $12,815-85.0% | $11,403-83.2% |