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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,568 | $57,281+178.6% | $86,612+84.2% | $75,163+112.3% |
| Participation rate | 89.1% | 63.2%+25.9pp | 71.7%+17.4pp | 67.2%+21.9pp |
| Annual return | 9.18% | 2670.75%-2661.6pp | 591.07%-581.9pp | 160.62%-151.4pp |
| Employer contribution / active EE | $14,595 | $2,314+530.6% | $3,022+382.9% | $2,670+446.7% |
| Participant deferral / active EE | $8,607 | $3,318+159.4% | $4,438+94.0% | $4,125+108.6% |
| Admin fee / account holder | $10,467 | $4,112+154.5% | $5,614+86.4% | $5,651+85.2% |