Filed June 29, 2020 (most recent of 4 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 8-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 | $42,749 | $82,032-47.9% | $123,104-65.3% | $59,632-28.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 29.60% | 5.12%+24.5pp | 13.22%+16.4pp | 2041.28%-2011.7pp |
| Employer contribution / active EE | $1,953 | $3,297-40.8% | $5,151-62.1% | $2,203-11.3% |
| Participant deferral / active EE | $2,294 | $4,667-50.8% | $6,230-63.2% | $3,192-28.1% |
| Admin fee / account holder | $1,267 | $5,881-78.5% | $9,015-85.9% | $4,297-70.5% |