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 | $104,726 | $110,094-4.9% | $151,611-30.9% | $68,494+52.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -9.62% | -10.12%+0.5pp | 3.33%-12.9pp | -7.84%-1.8pp |
| Employer contribution / active EE | $7,154 | $4,471+60.0% | $6,166+16.0% | $2,596+175.5% |
| Participant deferral / active EE | $7,386 | $6,527+13.2% | $8,363-11.7% | $4,027+83.4% |
| Admin fee / account holder | $46,359 | $7,719+500.6% | $11,616+299.1% | $5,403+758.1% |