Filed November 19, 2020 (most recent of 2 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 | $64,604 | $82,032-21.2% | $123,104-47.5% | $59,632+8.3% |
| Participation rate | 76.9% | 83.2%-6.3pp | 86.8%-9.9pp | 68.7%+8.3pp |
| Annual return | 23.74% | 5.12%+18.6pp | 13.22%+10.5pp | 2041.28%-2017.5pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,354 | $4,667+14.7% | $6,230-14.0% | $3,192+67.8% |
| Admin fee / account holder | $1,593 | $5,881-72.9% | $9,015-82.3% | $4,297-62.9% |