Filed May 15, 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 | $73,839 | $185,822-60.3% | $169,993-56.6% | $139,434-47.0% |
| Participation rate | 94.4% | 87.8%+6.7pp | 87.0%+7.4pp | 80.3%+14.1pp |
| Annual return | 16.75% | 60.50%-43.7pp | 53.37%-36.6pp | 372.94%-356.2pp |
| Employer contribution / active EE | $3,066 | $7,590-59.6% | $6,785-54.8% | $4,751-35.5% |
| Participant deferral / active EE | $3,732 | $11,622-67.9% | $10,408-64.1% | $6,710-44.4% |
| Admin fee / account holder | $931 | $15,381-93.9% | $12,815-92.7% | $11,403-91.8% |