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 | $66,308 | $214,378-69.1% | $200,582-66.9% | $142,382-53.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.18% | 46.41%-31.2pp | 42.33%-27.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $4,961 | $6,841-27.5% | $6,419-22.7% | $4,299+15.4% |
| Participant deferral / active EE | $8,573 | $9,865-13.1% | $9,331-8.1% | $6,507+31.7% |
| Admin fee / account holder | $916 | $17,692-94.8% | $16,305-94.4% | $12,624-92.7% |