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 | $47,260 | $84,487-44.1% | $125,339-62.3% | $66,914-29.4% |
| Participation rate | 75.7% | 76.4%-0.8pp | 82.4%-6.7pp | 69.8%+5.8pp |
| Annual return | -12.27% | -8.39%-3.9pp | 572.05%-584.3pp | 1.58%-13.9pp |
| Employer contribution / active EE | $2,287 | $3,553-35.6% | $4,814-52.5% | $2,544-10.1% |
| Participant deferral / active EE | $7,429 | $6,781+9.6% | $7,446-0.2% | $4,237+75.3% |
| Admin fee / account holder | $3,231 | $685+371.7% | $10,010-67.7% | $593+444.6% |