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 | $53,681 | $98,750-45.6% | $149,696-64.1% | $79,858-32.8% |
| Participation rate | 77.3% | 75.8%+1.6pp | 82.5%-5.1pp | 69.6%+7.7pp |
| Annual return | 26.74% | 27.43%-0.7pp | 276.60%-249.9pp | 31.71%-5.0pp |
| Employer contribution / active EE | $2,074 | $3,216-35.5% | $4,644-55.3% | $2,471-16.1% |
| Participant deferral / active EE | $6,960 | $5,680+22.5% | $6,842+1.7% | $3,740+86.1% |
| Admin fee / account holder | $3,843 | $6,053-36.5% | $9,309-58.7% | $5,306-27.6% |