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 | $127,428 | $43,327+194.1% | $59,878+112.8% | $64,186+98.5% |
| Participation rate | 97.5% | 69.2%+28.3pp | 74.7%+22.8pp | 69.6%+27.9pp |
| Annual return | -5.11% | -1.55%-3.6pp | 3.46%-8.6pp | 7.63%-12.7pp |
| Employer contribution / active EE | $6,032 | $2,028+197.4% | $2,722+121.6% | $2,381+153.4% |
| Participant deferral / active EE | $4,029 | $2,546+58.3% | $3,402+18.4% | $3,470+16.1% |
| Admin fee / account holder | $2,089 | $3,005-30.5% | $3,590-41.8% | $4,888-57.3% |