Filed March 2, 2020 (most recent of 2 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 | $118,429 | $58,208+103.5% | $81,812+44.8% | $80,856+46.5% |
| Participation rate | 95.1% | 63.4%+31.7pp | 72.3%+22.8pp | 67.6%+27.5pp |
| Annual return | 14.10% | 41.66%-27.6pp | 773.79%-759.7pp | 35.59%-21.5pp |
| Employer contribution / active EE | $10,770 | $2,340+360.2% | $2,912+269.8% | $2,755+290.9% |
| Participant deferral / active EE | $5,117 | $3,281+56.0% | $4,319+18.5% | $4,296+19.1% |
| Admin fee / account holder | $2,279 | $4,981-54.2% | $7,386-69.1% | $6,918-67.1% |