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 | $29,662 | $92,703-68.0% | $82,719-64.1% | $134,475-77.9% |
| Participation rate | 82.6% | 75.2%+7.4pp | 72.6%+10.1pp | 81.2%+1.4pp |
| Annual return | -12.75% | 944.92%-957.7pp | 701.18%-713.9pp | 417.96%-430.7pp |
| Employer contribution / active EE | $2,304 | $3,274-29.6% | $3,009-23.4% | $4,740-51.4% |
| Participant deferral / active EE | $4,041 | $4,802-15.8% | $4,395-8.0% | $6,400-36.9% |
| Admin fee / account holder | $729 | $5,983-87.8% | $5,329-86.3% | $11,426-93.6% |