Filed August 24, 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 | $47,165 | $99,020-52.4% | $86,590-45.5% | $147,584-68.0% |
| Participation rate | 91.7% | 76.3%+15.3pp | 73.5%+18.1pp | 82.8%+8.8pp |
| Annual return | 15.19% | 1312.34%-1297.1pp | 964.84%-949.6pp | 578.55%-563.4pp |
| Employer contribution / active EE | $2,464 | $3,132-21.3% | $2,839-13.2% | $4,876-49.5% |
| Participant deferral / active EE | $3,882 | $3,972-2.3% | $3,609+7.6% | $5,439-28.6% |
| Admin fee / account holder | $9,133 | $5,710+59.9% | $4,906+86.2% | $10,885-16.1% |