Filed December 2, 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 | $169,116 | $101,724+66.2% | $164,813+2.6% | $80,856+109.2% |
| Participation rate | 94.1% | 71.8%+22.3pp | 78.6%+15.5pp | 67.6%+26.5pp |
| Annual return | 14.19% | 16.72%-2.5pp | 69.93%-55.7pp | 35.59%-21.4pp |
| Employer contribution / active EE | $4,173 | $2,953+41.3% | $4,341-3.9% | $2,755+51.5% |
| Participant deferral / active EE | $11,801 | $4,477+163.6% | $6,031+95.7% | $4,296+174.7% |
| Admin fee / account holder | $10,576 | $8,227+28.6% | $12,690-16.7% | $6,918+52.9% |