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 | $72,006 | $76,000-5.3% | $154,107-53.3% | $64,186+12.2% |
| Participation rate | 85.0% | 70.4%+14.6pp | 83.0%+2.0pp | 69.6%+15.4pp |
| Annual return | -5.83% | 30.32%-36.1pp | 735.12%-740.9pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,401 | $3,351-58.2% | $5,298-73.6% | $2,381-41.1% |
| Participant deferral / active EE | $3,698 | $3,175+16.5% | $5,081-27.2% | $3,470+6.6% |
| Admin fee / account holder | $1,026 | $5,596-81.7% | $13,411-92.4% | $4,888-79.0% |