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 | $94,163 | $214,378-56.1% | $200,582-53.1% | $142,382-33.9% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 13.73% | 46.41%-32.7pp | 42.33%-28.6pp | 217.08%-203.3pp |
| Employer contribution / active EE | $3,087 | $6,841-54.9% | $6,419-51.9% | $4,299-28.2% |
| Participant deferral / active EE | $4,416 | $9,865-55.2% | $9,331-52.7% | $6,507-32.1% |
| Admin fee / account holder | $2,542 | $17,692-85.6% | $16,305-84.4% | $12,624-79.9% |