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 | $144,451 | $148,978-3.0% | $200,582-28.0% | $84,808+70.3% |
| Participation rate | 84.9% | 84.2%+0.7pp | 86.9%-2.0pp | 68.3%+16.6pp |
| Annual return | 13.17% | 28.16%-15.0pp | 42.33%-29.2pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,929 | $4,815-39.2% | $6,419-54.4% | $2,631+11.3% |
| Participant deferral / active EE | $6,727 | $7,142-5.8% | $9,331-27.9% | $4,212+59.7% |
| Admin fee / account holder | $12,905 | $13,977-7.7% | $16,305-20.9% | $7,344+75.7% |