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 | $70,243 | $201,272-65.1% | $184,203-61.9% | $145,922-51.9% |
| Participation rate | 86.4% | 87.5%-1.1pp | 86.8%-0.5pp | 80.3%+6.1pp |
| Annual return | 10.73% | 29.00%-18.3pp | 28.81%-18.1pp | 561.29%-550.6pp |
| Employer contribution / active EE | $3,014 | $7,022-57.1% | $6,427-53.1% | $4,660-35.3% |
| Participant deferral / active EE | $3,827 | $9,806-61.0% | $9,131-58.1% | $6,688-42.8% |
| Admin fee / account holder | $1,070 | $16,364-93.5% | $13,901-92.3% | $13,397-92.0% |