Filed February 3, 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 | $173,789 | $159,602+8.9% | $150,045+15.8% | $142,382+22.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.61% | 70.24%-51.6pp | 62.55%-43.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $3,967 | $4,961-20.0% | $4,693-15.5% | $4,299-7.7% |
| Participant deferral / active EE | $11,071 | $8,310+33.2% | $7,997+38.4% | $6,507+70.1% |
| Admin fee / account holder | $18,245 | $14,846+22.9% | $13,435+35.8% | $12,624+44.5% |