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 | $129,155 | $138,347-6.6% | $184,203-29.9% | $80,856+59.7% |
| Participation rate | 80.2% | 83.9%-3.7pp | 86.8%-6.6pp | 67.6%+12.6pp |
| Annual return | 14.35% | 20.02%-5.7pp | 28.81%-14.5pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,231 | $4,850-54.0% | $6,427-65.3% | $2,755-19.0% |
| Participant deferral / active EE | $6,717 | $7,071-5.0% | $9,131-26.4% | $4,296+56.4% |
| Admin fee / account holder | $19,188 | $10,483+83.0% | $13,901+38.0% | $6,918+177.4% |