Filed December 7, 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 | $85,421 | $70,475+21.2% | $100,516-15.0% | $79,858+7.0% |
| Participation rate | 96.1% | 73.7%+22.4pp | 79.4%+16.7pp | 69.6%+26.4pp |
| Annual return | 15.83% | 21.90%-6.1pp | 30.89%-15.1pp | 31.71%-15.9pp |
| Employer contribution / active EE | $4,163 | $2,165+92.3% | $3,418+21.8% | $2,471+68.5% |
| Participant deferral / active EE | $8,886 | $5,181+71.5% | $6,270+41.7% | $3,740+137.6% |
| Admin fee / account holder | $6,850 | $4,478+53.0% | $8,081-15.2% | $5,306+29.1% |