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 | $181,582 | $48,795+272.1% | $65,493+177.3% | $84,808+114.1% |
| Participation rate | 98.5% | 67.0%+31.5pp | 73.1%+25.4pp | 68.3%+30.2pp |
| Annual return | 18.18% | 20.20%-2.0pp | 982.45%-964.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $17,753 | $1,930+820.0% | $2,574+589.6% | $2,631+574.8% |
| Participant deferral / active EE | $9,121 | $2,928+211.4% | $3,961+130.3% | $4,212+116.6% |
| Admin fee / account holder | $12,540 | $3,877+223.5% | $5,028+149.4% | $7,344+70.8% |