Filed October 26, 2020 (most recent of 3 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 9-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 | $60,409 | $75,828-20.3% | $147,614-59.1% | $59,632+1.3% |
| Participation rate | 84.3% | 71.6%+12.7pp | 84.6%-0.3pp | 68.7%+15.6pp |
| Annual return | 10.61% | 0.37%+10.2pp | 61.98%-51.4pp | 2041.28%-2030.7pp |
| Employer contribution / active EE | $1,164 | $3,485-66.6% | $5,564-79.1% | $2,203-47.2% |
| Participant deferral / active EE | $3,887 | $3,130+24.2% | $4,895-20.6% | $3,192+21.8% |
| Admin fee / account holder | $5,259 | $5,985-12.1% | $11,611-54.7% | $4,297+22.4% |