Filed April 15, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,032 | $123,793-56.4% | $177,821-69.6% | $79,858-32.3% |
| Participation rate | 81.8% | 84.7%-2.8pp | 87.7%-5.9pp | 69.6%+12.2pp |
| Annual return | 14.61% | 22.82%-8.2pp | 48.32%-33.7pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,149 | $4,095-72.0% | $5,918-80.6% | $2,471-53.5% |
| Participant deferral / active EE | $2,514 | $5,956-57.8% | $7,714-67.4% | $3,740-32.8% |
| Admin fee / account holder | $5,249 | $7,243-27.5% | $12,427-57.8% | $5,306-1.1% |