Filed March 17, 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 | $165,638 | $45,035+267.8% | $62,995+162.9% | $70,131+136.2% |
| Participation rate | 76.3% | 69.5%+6.8pp | 74.8%+1.5pp | 69.5%+6.8pp |
| Annual return | 14.04% | 18.76%-4.7pp | 87.57%-73.5pp | 73.14%-59.1pp |
| Employer contribution / active EE | $5,757 | $2,051+180.6% | $2,759+108.7% | $2,342+145.8% |
| Participant deferral / active EE | $3,579 | $2,465+45.2% | $3,329+7.5% | $3,332+7.4% |
| Admin fee / account holder | $10,172 | $2,834+258.9% | $3,600+182.6% | $4,645+119.0% |