Filed February 3, 2020 (most recent of 3 filings on file)
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $173,789 | $154,228+12.7% | $145,433+19.5% | $137,256+26.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.61% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $3,967 | $4,804-17.4% | $4,554-12.9% | $4,156-4.5% |
| Participant deferral / active EE | $11,071 | $8,216+34.7% | $7,897+40.2% | $6,407+72.8% |
| Admin fee / account holder | $18,245 | $14,344+27.2% | $13,129+39.0% | $12,270+48.7% |