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 | $237,410 | $49,177+382.8% | $79,464+198.8% | $64,186+269.9% |
| Participation rate | 97.1% | 65.0%+32.1pp | 73.3%+23.8pp | 69.6%+27.6pp |
| Annual return | -6.96% | -1.16%-5.8pp | 718.14%-725.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $9,577 | $2,076+361.3% | $2,800+242.0% | $2,381+302.3% |
| Participant deferral / active EE | $13,951 | $2,821+394.5% | $3,704+276.7% | $3,470+302.1% |
| Admin fee / account holder | $4,336 | $3,839+12.9% | $5,113-15.2% | $4,888-11.3% |