Filed March 6, 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 | $77,943 | $53,777+44.9% | $134,143-41.9% | $79,858-2.4% |
| Participation rate | 87.7% | 58.8%+28.9pp | 72.2%+15.5pp | 69.6%+18.1pp |
| Annual return | 10.34% | 19.01%-8.7pp | 36.33%-26.0pp | 31.71%-21.4pp |
| Employer contribution / active EE | $2,566 | $1,321+94.2% | $3,704-30.7% | $2,471+3.9% |
| Participant deferral / active EE | $3,884 | $2,420+60.5% | $3,499+11.0% | $3,740+3.8% |
| Admin fee / account holder | $9,502 | $3,984+138.5% | $6,684+42.2% | $5,306+79.1% |