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 | $102,389 | $59,107+73.2% | $86,436+18.5% | $68,494+49.5% |
| Participation rate | 95.7% | 75.2%+20.5pp | 80.3%+15.4pp | 67.9%+27.9pp |
| Annual return | -13.30% | -0.23%-13.1pp | 4394.89%-4408.2pp | -7.84%-5.5pp |
| Employer contribution / active EE | $4,474 | $2,519+77.6% | $3,769+18.7% | $2,596+72.3% |
| Participant deferral / active EE | $9,435 | $5,901+59.9% | $6,952+35.7% | $4,027+134.3% |
| Admin fee / account holder | $6,773 | $5,637+20.2% | $6,731+0.6% | $5,403+25.4% |