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 | $81,909 | $48,795+67.9% | $65,493+25.1% | $84,808-3.4% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 12.55% | 20.20%-7.6pp | 982.45%-969.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $6,033 | $1,930+212.6% | $2,574+134.3% | $2,631+129.3% |
| Participant deferral / active EE | $4,663 | $2,928+59.2% | $3,961+17.7% | $4,212+10.7% |
| Admin fee / account holder | $22,794 | $3,877+487.9% | $5,028+353.3% | $7,344+210.4% |