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 | $70,118 | $49,173+42.6% | $121,098-42.1% | $75,163-6.7% |
| Participation rate | 89.2% | 55.4%+33.8pp | 69.5%+19.7pp | 67.2%+22.0pp |
| Annual return | 16.09% | 55.99%-39.9pp | 985.75%-969.7pp | 160.62%-144.5pp |
| Employer contribution / active EE | $2,903 | $1,546+87.8% | $4,164-30.3% | $2,670+8.7% |
| Participant deferral / active EE | $3,941 | $2,628+50.0% | $4,080-3.4% | $4,125-4.5% |
| Admin fee / account holder | $7,672 | $3,942+94.6% | $5,644+35.9% | $5,651+35.8% |