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 | $68,144 | $46,674+46.0% | $117,472-42.0% | $68,494-0.5% |
| Participation rate | 87.2% | 56.8%+30.4pp | 70.6%+16.6pp | 67.9%+19.3pp |
| Annual return | 0.14% | -14.52%+14.7pp | 29.74%-29.6pp | -7.84%+8.0pp |
| Employer contribution / active EE | $2,455 | $1,505+63.2% | $4,176-41.2% | $2,596-5.4% |
| Participant deferral / active EE | $3,510 | $2,636+33.2% | $4,070-13.8% | $4,027-12.8% |
| Admin fee / account holder | $9,072 | $4,020+125.7% | $5,645+60.7% | $5,403+67.9% |