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 | $151,293 | $45,073+235.7% | $69,455+117.8% | $72,985+107.3% |
| Participation rate | 92.1% | 68.5%+23.6pp | 74.6%+17.5pp | 69.5%+22.6pp |
| Annual return | 19.81% | 22.65%-2.8pp | 28.97%-9.2pp | 81.00%-61.2pp |
| Employer contribution / active EE | $6,259 | $2,054+204.7% | $2,779+125.2% | $2,440+156.5% |
| Participant deferral / active EE | $4,200 | $2,602+61.4% | $3,535+18.8% | $3,607+16.4% |
| Admin fee / account holder | $3,595 | $3,056+17.6% | $3,839-6.4% | $5,124-29.9% |