Filed September 30, 2020 (most recent of 3 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 | $237,318 | $49,177+382.6% | $79,464+198.6% | $64,186+269.7% |
| Participation rate | 90.6% | 65.0%+25.5pp | 73.3%+17.2pp | 69.6%+21.0pp |
| Annual return | -5.36% | -1.16%-4.2pp | 718.14%-723.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $10,745 | $2,076+417.5% | $2,800+283.7% | $2,381+351.3% |
| Participant deferral / active EE | $6,218 | $2,821+120.4% | $3,704+67.9% | $3,470+79.2% |
| Admin fee / account holder | $2,123 | $3,839-44.7% | $5,113-58.5% | $4,888-56.6% |