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 | $111,079 | $125,758-11.7% | $169,993-34.7% | $75,163+47.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 14.17% | 27.20%-13.0pp | 53.37%-39.2pp | 160.62%-146.4pp |
| Employer contribution / active EE | $5,773 | $4,615+25.1% | $6,785-14.9% | $2,670+116.2% |
| Participant deferral / active EE | $5,346 | $6,837-21.8% | $10,408-48.6% | $4,125+29.6% |
| Admin fee / account holder | $3,598 | $8,173-56.0% | $12,815-71.9% | $5,651-36.3% |