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 | $84,644 | $58,694+44.2% | $142,863-40.8% | $85,850-1.4% |
| Participation rate | 92.3% | 58.5%+33.8pp | 71.9%+20.4pp | 69.3%+23.0pp |
| Annual return | 13.88% | 27.72%-13.8pp | 5637.54%-5623.7pp | 318.53%-304.7pp |
| Employer contribution / active EE | $2,848 | $1,423+100.2% | $4,144-31.3% | $2,565+11.0% |
| Participant deferral / active EE | $4,215 | $2,607+61.7% | $3,837+9.9% | $3,952+6.7% |
| Admin fee / account holder | $3,343 | $4,239-21.2% | $6,560-49.0% | $6,260-46.6% |