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 | $164,430 | $49,227+234.0% | $70,449+133.4% | $79,858+105.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 12.78% | 30.06%-17.3pp | 109.03%-96.3pp | 31.71%-18.9pp |
| Employer contribution / active EE | $7,545 | $2,099+259.5% | $2,737+175.7% | $2,471+205.4% |
| Participant deferral / active EE | $4,954 | $2,768+79.0% | $3,709+33.6% | $3,740+32.5% |
| Admin fee / account holder | $10,779 | $2,878+274.5% | $3,845+180.3% | $5,306+103.1% |