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 | $92,407 | $160,055-42.3% | $140,016-34.0% | $135,375-31.7% |
| Participation rate | 91.3% | 88.5%+2.8pp | 87.5%+3.8pp | 82.6%+8.7pp |
| Annual return | -1.22% | 911.38%-912.6pp | 651.12%-652.3pp | 519.73%-521.0pp |
| Employer contribution / active EE | $3,022 | $6,420-52.9% | $5,606-46.1% | $4,779-36.8% |
| Participant deferral / active EE | $7,458 | $7,642-2.4% | $6,927+7.7% | $5,609+33.0% |
| Admin fee / account holder | $29,348 | $13,328+120.2% | $10,705+174.1% | $10,827+171.1% |