Filed December 22, 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 | $111,791 | $85,790+30.3% | $67,313+66.1% | $135,375-17.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.63% | -0.54%-8.1pp | -4.08%-4.6pp | 519.73%-528.4pp |
| Employer contribution / active EE | $8,351 | $3,487+139.5% | $2,566+225.5% | $4,779+74.8% |
| Participant deferral / active EE | $12,236 | $4,651+163.1% | $3,568+242.9% | $5,609+118.2% |
| Admin fee / account holder | $1,243 | $6,392-80.6% | $4,507-72.4% | $10,827-88.5% |