Filed June 16, 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 | $116,576 | $125,758-7.3% | $169,993-31.4% | $75,163+55.1% |
| Participation rate | 77.2% | 83.6%-6.4pp | 87.0%-9.8pp | 67.2%+10.0pp |
| Annual return | 19.60% | 27.20%-7.6pp | 53.37%-33.8pp | 160.62%-141.0pp |
| Employer contribution / active EE | $2,342 | $4,615-49.2% | $6,785-65.5% | $2,670-12.3% |
| Participant deferral / active EE | $5,643 | $6,837-17.5% | $10,408-45.8% | $4,125+36.8% |
| Admin fee / account holder | $10,499 | $8,173+28.5% | $12,815-18.1% | $5,651+85.8% |