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 | $140,488 | $77,503+81.3% | $100,391+39.9% | $80,856+73.7% |
| Participation rate | 93.4% | 76.9%+16.5pp | 81.5%+12.0pp | 67.6%+25.8pp |
| Annual return | 18.64% | 37.20%-18.6pp | 49.20%-30.6pp | 35.59%-17.0pp |
| Employer contribution / active EE | $5,019 | $2,801+79.2% | $3,942+27.3% | $2,755+82.2% |
| Participant deferral / active EE | $11,265 | $6,820+65.2% | $8,082+39.4% | $4,296+162.2% |
| Admin fee / account holder | $8,183 | $5,897+38.8% | $7,899+3.6% | $6,918+18.3% |