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 | $63,844 | $110,094-42.0% | $151,611-57.9% | $68,494-6.8% |
| Participation rate | 71.2% | 84.0%-12.7pp | 87.5%-16.3pp | 67.9%+3.3pp |
| Annual return | -10.42% | -10.12%-0.3pp | 3.33%-13.8pp | -7.84%-2.6pp |
| Employer contribution / active EE | $2,163 | $4,471-51.6% | $6,166-64.9% | $2,596-16.7% |
| Participant deferral / active EE | $4,669 | $6,527-28.5% | $8,363-44.2% | $4,027+15.9% |
| Admin fee / account holder | $5,978 | $7,719-22.6% | $11,616-48.5% | $5,403+10.6% |