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 | $119,413 | $123,793-3.5% | $177,821-32.8% | $79,858+49.5% |
| Participation rate | 92.0% | 84.7%+7.3pp | 87.7%+4.3pp | 69.6%+22.4pp |
| Annual return | 11.09% | 22.82%-11.7pp | 48.32%-37.2pp | 31.71%-20.6pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,821 | $5,956+31.3% | $7,714+1.4% | $3,740+109.1% |
| Admin fee / account holder | $2,619 | $7,243-63.8% | $12,427-78.9% | $5,306-50.7% |