Filed January 22, 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 | $32,349 | $100,852-67.9% | $90,404-64.2% | $158,922-79.6% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 10.10% | 1724.20%-1714.1pp | 1293.02%-1282.9pp | 302.83%-292.7pp |
| Employer contribution / active EE | $2,947 | $3,689-20.1% | $3,262-9.7% | $4,761-38.1% |
| Participant deferral / active EE | $5,045 | $4,348+16.0% | $3,963+27.3% | $5,982-15.7% |
| Admin fee / account holder | $843 | $6,501-87.0% | $5,611-85.0% | $11,246-92.5% |