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 | $159,677 | $48,230+231.1% | $67,502+136.6% | $80,856+97.5% |
| Participation rate | 89.9% | 66.4%+23.5pp | 72.9%+17.0pp | 67.6%+22.2pp |
| Annual return | 14.01% | 18.28%-4.3pp | 3512.12%-3498.1pp | 35.59%-21.6pp |
| Employer contribution / active EE | $12,492 | $2,020+518.5% | $2,731+357.4% | $2,755+353.5% |
| Participant deferral / active EE | $7,502 | $2,924+156.6% | $4,000+87.6% | $4,296+74.6% |
| Admin fee / account holder | $21,268 | $3,681+477.7% | $3,998+432.0% | $6,918+207.4% |