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 | $200,221 | $60,124+233.0% | $90,404+121.5% | $79,858+150.7% |
| Participation rate | 96.0% | 65.0%+31.0pp | 72.7%+23.3pp | 69.6%+26.4pp |
| Annual return | 13.41% | 71.94%-58.5pp | 1293.02%-1279.6pp | 31.71%-18.3pp |
| Employer contribution / active EE | $10,643 | $2,068+414.7% | $3,262+226.3% | $2,471+330.7% |
| Participant deferral / active EE | $8,063 | $2,938+174.4% | $3,963+103.4% | $3,740+115.6% |
| Admin fee / account holder | $105,290 | $3,976+2547.8% | $5,611+1776.6% | $5,306+1884.2% |