Filed August 5, 2019 (most recent of 3 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 | $77,593 | $131,829-41.1% | $108,579-28.5% | $273,961-71.7% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.6%+10.4pp | 83.0%+7.0pp |
| Annual return | 6.49% | -91.57%+98.1pp | -51.70%+58.2pp | 41.45%-35.0pp |
| Employer contribution / active EE | $3,799 | $4,912-22.7% | $3,758+1.1% | $4,869-22.0% |
| Participant deferral / active EE | $6,666 | $5,127+30.0% | $4,311+54.6% | $5,287+26.1% |
| Admin fee / account holder | $422 | $10,252-95.9% | $7,645-94.5% | $10,132-95.8% |