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 | $130,299 | $45,152+188.6% | $73,843+76.5% | $59,632+118.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 1.12% | 27.40%-26.3pp | 2267.84%-2266.7pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $7,653 | $1,902+302.4% | $2,787+174.6% | $2,203+247.5% |
| Participant deferral / active EE | $3,655 | $2,574+42.0% | $3,583+2.0% | $3,192+14.5% |
| Admin fee / account holder | $14,930 | $3,516+324.6% | $4,880+205.9% | $4,297+247.4% |