Filed March 9, 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 | $223,642 | $48,076+365.2% | $78,689+184.2% | $62,891+255.6% |
| Participation rate | 89.5% | 65.2%+24.3pp | 73.6%+15.9pp | 69.3%+20.2pp |
| Annual return | 8.65% | 31.35%-22.7pp | 62.18%-53.5pp | 20.14%-11.5pp |
| Employer contribution / active EE | $12,307 | $2,015+510.8% | $2,851+331.7% | $2,281+439.5% |
| Participant deferral / active EE | $11,760 | $2,588+354.4% | $3,517+234.4% | $3,203+267.2% |
| Admin fee / account holder | $10,313 | $3,207+221.5% | $4,510+128.6% | $4,296+140.1% |