Filed November 3, 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 | $57,138 | $87,841-35.0% | $133,980-57.4% | $62,891-9.1% |
| Participation rate | 79.7% | 83.4%-3.7pp | 87.1%-7.4pp | 69.3%+10.4pp |
| Annual return | 11.76% | 12.05%-0.3pp | 29.30%-17.5pp | 20.14%-8.4pp |
| Employer contribution / active EE | $2,742 | $3,483-21.3% | $5,211-47.4% | $2,281+20.2% |
| Participant deferral / active EE | $5,149 | $4,812+7.0% | $6,282-18.0% | $3,203+60.8% |
| Admin fee / account holder | $6,714 | $5,371+25.0% | $9,324-28.0% | $4,296+56.3% |