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 | $203,283 | $63,346+220.9% | $92,233+120.4% | $70,131+189.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 17.42% | 530.12%-512.7pp | 176.28%-158.9pp | 73.14%-55.7pp |
| Employer contribution / active EE | $17,708 | $2,471+616.6% | $3,679+381.3% | $2,342+656.0% |
| Participant deferral / active EE | $10,589 | $2,854+271.1% | $3,897+171.7% | $3,332+217.8% |
| Admin fee / account holder | $8,633 | $3,840+124.8% | $5,194+66.2% | $4,645+85.8% |