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 | $87,503 | $153,772-43.1% | $133,980-34.7% | $273,961-68.1% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 26.50% | 36.51%-10.0pp | 29.30%-2.8pp | 41.45%-15.0pp |
| Employer contribution / active EE | $2,551 | $6,029-57.7% | $5,211-51.1% | $4,869-47.6% |
| Participant deferral / active EE | $6,341 | $6,958-8.9% | $6,282+0.9% | $5,287+19.9% |
| Admin fee / account holder | $5,527 | $11,765-53.0% | $9,324-40.7% | $10,132-45.4% |