Filed August 25, 2020 (most recent of 2 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 3-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 | $81,119 | $51,638+57.1% | $68,368+18.7% | $82,448-1.6% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 18.62% | 37.53%-18.9pp | 292.57%-274.0pp | 41.64%-23.0pp |
| Employer contribution / active EE | $15,636 | $2,047+664.0% | $2,649+490.3% | $2,551+513.0% |
| Participant deferral / active EE | $11,916 | $2,914+309.0% | $4,123+189.0% | $4,139+187.9% |
| Admin fee / account holder | $21,606 | $4,643+365.3% | $5,150+319.5% | $7,234+198.7% |