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 | $184,148 | $54,350+238.8% | $82,719+122.6% | $68,494+168.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -17.53% | -13.67%-3.9pp | 701.18%-718.7pp | -7.84%-9.7pp |
| Employer contribution / active EE | $14,702 | $2,218+562.8% | $3,009+388.6% | $2,596+466.3% |
| Participant deferral / active EE | $7,946 | $3,246+144.8% | $4,395+80.8% | $4,027+97.3% |
| Admin fee / account holder | $8,149 | $4,395+85.4% | $5,329+52.9% | $5,403+50.8% |