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 | $243,119 | $53,127+357.6% | $86,590+180.8% | $70,131+246.7% |
| Participation rate | 94.9% | 65.3%+29.6pp | 73.5%+21.3pp | 69.5%+25.3pp |
| Annual return | 18.89% | 27.66%-8.8pp | 964.84%-946.0pp | 73.14%-54.3pp |
| Employer contribution / active EE | $13,444 | $2,068+550.0% | $2,839+373.5% | $2,342+473.9% |
| Participant deferral / active EE | $11,947 | $2,696+343.2% | $3,609+231.1% | $3,332+258.6% |
| Admin fee / account holder | $6,336 | $3,585+76.7% | $4,906+29.2% | $4,645+36.4% |