Filed December 29, 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 | $158,087 | $56,897+177.8% | $84,750+86.5% | $62,891+151.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.99% | 6.30%+2.7pp | 22.78%-13.8pp | 20.14%-11.2pp |
| Employer contribution / active EE | $5,972 | $2,400+148.9% | $3,574+67.1% | $2,281+161.8% |
| Participant deferral / active EE | $8,296 | $2,709+206.2% | $3,712+123.5% | $3,203+159.0% |
| Admin fee / account holder | $9,588 | $3,581+167.8% | $5,332+79.8% | $4,296+123.2% |