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 | $111,717 | $63,346+76.4% | $92,233+21.1% | $70,131+59.3% |
| Participation rate | 86.4% | 68.7%+17.7pp | 76.5%+9.9pp | 69.5%+16.8pp |
| Annual return | 14.17% | 530.12%-515.9pp | 176.28%-162.1pp | 73.14%-59.0pp |
| Employer contribution / active EE | $5,486 | $2,471+122.0% | $3,679+49.1% | $2,342+134.2% |
| Participant deferral / active EE | $6,750 | $2,854+136.5% | $3,897+73.2% | $3,332+102.6% |
| Admin fee / account holder | $75,944 | $3,840+1877.6% | $5,194+1362.3% | $4,645+1534.8% |