Filed August 12, 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 | $34,118 | $85,766-60.2% | $136,294-75.0% | $70,131-51.4% |
| Participation rate | 77.8% | 74.2%+3.6pp | 81.9%-4.1pp | 69.5%+8.2pp |
| Annual return | 38.43% | 31.45%+7.0pp | 5155.94%-5117.5pp | 73.14%-34.7pp |
| Employer contribution / active EE | $902 | $2,966-69.6% | $4,695-80.8% | $2,342-61.5% |
| Participant deferral / active EE | $4,395 | $5,051-13.0% | $6,247-29.7% | $3,332+31.9% |
| Admin fee / account holder | $3,557 | $5,420-34.4% | $9,243-61.5% | $4,645-23.4% |