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 | $177,496 | $105,181+68.8% | $159,436+11.3% | $85,850+106.8% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.8%+6.8pp | 69.3%+20.3pp |
| Annual return | 18.33% | 45.07%-26.7pp | 263.57%-245.2pp | 318.53%-300.2pp |
| Employer contribution / active EE | $2,525 | $3,318-23.9% | $4,829-47.7% | $2,565-1.6% |
| Participant deferral / active EE | $6,171 | $5,945+3.8% | $7,352-16.1% | $3,952+56.2% |
| Admin fee / account holder | $782 | $6,933-88.7% | $10,799-92.8% | $6,260-87.5% |