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 | $96,247 | $53,516+79.8% | $126,539-23.9% | $84,808+13.5% |
| Participation rate | 92.3% | 58.2%+34.1pp | 69.8%+22.5pp | 68.3%+24.0pp |
| Annual return | 15.26% | 58.34%-43.1pp | 425.95%-410.7pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,986 | $1,535+94.5% | $3,674-18.7% | $2,631+13.5% |
| Participant deferral / active EE | $4,035 | $2,671+51.1% | $4,083-1.2% | $4,212-4.2% |
| Admin fee / account holder | $2,776 | $4,497-38.3% | $6,065-54.2% | $7,344-62.2% |