Filed March 28, 2019 (most recent of 4 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 | $122,444 | $89,355+37.0% | $141,162-13.3% | $72,985+67.8% |
| Participation rate | 88.5% | 75.1%+13.3pp | 82.5%+6.0pp | 69.5%+19.0pp |
| Annual return | 25.86% | 111.85%-86.0pp | 71.39%-45.5pp | 81.00%-55.1pp |
| Employer contribution / active EE | $2,443 | $3,114-21.5% | $4,735-48.4% | $2,440+0.1% |
| Participant deferral / active EE | $5,175 | $5,418-4.5% | $6,709-22.9% | $3,607+43.5% |
| Admin fee / account holder | $1,903 | $5,958-68.1% | $10,261-81.5% | $5,124-62.9% |