Filed October 7, 2020 (most recent of 4 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 | $43,569 | $109,359-60.2% | $162,163-73.1% | $72,985-40.3% |
| Participation rate | 82.6% | 84.3%-1.6pp | 87.6%-4.9pp | 69.5%+13.1pp |
| Annual return | 31.22% | 25.46%+5.8pp | 115.59%-84.4pp | 81.00%-49.8pp |
| Employer contribution / active EE | $1,911 | $3,907-51.1% | $5,614-66.0% | $2,440-21.7% |
| Participant deferral / active EE | $4,187 | $5,481-23.6% | $7,298-42.6% | $3,607+16.1% |
| Admin fee / account holder | $1,688 | $7,972-78.8% | $10,843-84.4% | $5,124-67.1% |