Filed July 10, 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 | $177,019 | $99,020+78.8% | $86,590+104.4% | $147,584+19.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.70% | 1312.34%-1292.6pp | 964.84%-945.1pp | 578.55%-558.9pp |
| Employer contribution / active EE | $5,157 | $3,132+64.7% | $2,839+81.6% | $4,876+5.8% |
| Participant deferral / active EE | $12,594 | $3,972+217.1% | $3,609+249.0% | $5,439+131.6% |
| Admin fee / account holder | $1,770 | $5,710-69.0% | $4,906-63.9% | $10,885-83.7% |