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 | $191,014 | $65,409+192.0% | $98,442+94.0% | $85,850+122.5% |
| Participation rate | 81.8% | 65.0%+16.8pp | 73.3%+8.5pp | 69.3%+12.5pp |
| Annual return | 14.15% | 21.76%-7.6pp | 1492.73%-1478.6pp | 318.53%-304.4pp |
| Employer contribution / active EE | $11,431 | $2,168+427.3% | $2,960+286.2% | $2,565+345.6% |
| Participant deferral / active EE | $7,181 | $3,166+126.8% | $4,276+67.9% | $3,952+81.7% |
| Admin fee / account holder | $51,755 | $4,593+1026.9% | $5,949+769.9% | $6,260+726.8% |