Filed January 21, 2019 (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 | $55,710 | $102,317-45.6% | $146,958-62.1% | $80,856-31.1% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.2%+7.8pp | 67.6%+22.4pp |
| Annual return | 14.65% | 134.76%-120.1pp | 418.34%-403.7pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,931 | $3,713-21.1% | $4,933-40.6% | $2,755+6.4% |
| Participant deferral / active EE | $5,814 | $6,644-12.5% | $8,070-28.0% | $4,296+35.3% |
| Admin fee / account holder | $1,693 | $7,941-78.7% | $12,998-87.0% | $6,918-75.5% |