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 | $195,291 | $102,616+90.3% | $81,983+138.2% | $158,922+22.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 16.22% | 61.04%-44.8pp | 41.31%-25.1pp | 302.83%-286.6pp |
| Employer contribution / active EE | $10,395 | $3,240+220.8% | $2,498+316.1% | $4,761+118.3% |
| Participant deferral / active EE | $10,437 | $4,648+124.5% | $3,722+180.4% | $5,982+74.5% |
| Admin fee / account holder | $2,249 | $8,235-72.7% | $5,664-60.3% | $11,246-80.0% |