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 | $66,839 | $100,041-33.2% | $149,718-55.4% | $70,131-4.7% |
| Participation rate | 71.6% | 83.6%-12.0pp | 87.1%-15.5pp | 69.5%+2.0pp |
| Annual return | 27.55% | 27.43%+0.1pp | 1501.63%-1474.1pp | 73.14%-45.6pp |
| Employer contribution / active EE | $2,727 | $3,662-25.5% | $5,445-49.9% | $2,342+16.4% |
| Participant deferral / active EE | $5,095 | $4,983+2.3% | $6,569-22.4% | $3,332+52.9% |
| Admin fee / account holder | $4,721 | $8,286-43.0% | $11,283-58.2% | $4,645+1.6% |