Filed October 28, 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 9-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 | $187,711 | $58,234+222.3% | $81,783+129.5% | $80,874+132.1% |
| Participation rate | 91.0% | 63.4%+27.6pp | 72.4%+18.7pp | 67.6%+23.4pp |
| Annual return | 14.87% | 41.70%-26.8pp | 775.05%-760.2pp | 35.62%-20.7pp |
| Employer contribution / active EE | $8,112 | $2,341+246.5% | $2,913+178.5% | $2,756+194.4% |
| Participant deferral / active EE | $4,619 | $3,283+40.7% | $4,320+6.9% | $4,297+7.5% |
| Admin fee / account holder | $6,055 | $4,982+21.6% | $7,380-17.9% | $6,935-12.7% |