Filed April 23, 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 | $154,122 | $137,414+12.2% | $189,513-18.7% | $85,850+79.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 15.05% | 38.14%-23.1pp | 555.15%-540.1pp | 318.53%-303.5pp |
| Employer contribution / active EE | $6,388 | $4,344+47.0% | $6,162+3.7% | $2,565+149.0% |
| Participant deferral / active EE | $6,512 | $6,260+4.0% | $8,221-20.8% | $3,952+64.8% |
| Admin fee / account holder | $7,061 | $8,630-18.2% | $12,045-41.4% | $6,260+12.8% |