Filed February 26, 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 | $162,333 | $56,897+185.3% | $84,750+91.5% | $62,891+158.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.36% | 6.30%-0.9pp | 22.78%-17.4pp | 20.14%-14.8pp |
| Employer contribution / active EE | $13,572 | $2,400+465.6% | $3,574+279.7% | $2,281+495.0% |
| Participant deferral / active EE | $9,853 | $2,709+263.7% | $3,712+165.5% | $3,203+207.6% |
| Admin fee / account holder | $5,152 | $3,581+43.9% | $5,332-3.4% | $4,296+19.9% |