Filed August 10, 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 | $55,018 | $56,317-2.3% | $71,209-22.7% | $74,304-26.0% |
| Participation rate | 98.0% | 55.1%+42.9pp | 73.8%+24.3pp | 60.3%+37.7pp |
| Annual return | 14.94% | 42.83%-27.9pp | 282.51%-267.6pp | 29.43%-14.5pp |
| Employer contribution / active EE | $4,708 | $2,160+117.9% | $2,721+73.0% | $2,241+110.0% |
| Participant deferral / active EE | $6,868 | $2,788+146.4% | $4,175+64.5% | $3,767+82.3% |
| Admin fee / account holder | $4,607 | $2,290+101.2% | $5,349-13.9% | $2,969+55.2% |