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 | $130,168 | $91,538+42.2% | $129,995+0.1% | $75,163+73.2% |
| Participation rate | 93.8% | 71.4%+22.3pp | 78.5%+15.3pp | 67.2%+26.6pp |
| Annual return | 25.27% | -631.11%+656.4pp | -137.18%+162.4pp | 160.62%-135.3pp |
| Employer contribution / active EE | $12,212 | $2,845+329.2% | $4,320+182.7% | $2,670+357.4% |
| Participant deferral / active EE | $12,096 | $4,341+178.7% | $5,820+107.8% | $4,125+193.2% |
| Admin fee / account holder | $827 | $6,790-87.8% | $10,614-92.2% | $5,651-85.4% |