Filed March 12, 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 | $87,803 | $94,529-7.1% | $140,016-37.3% | $64,186+36.8% |
| Participation rate | 99.0% | 84.1%+14.9pp | 87.5%+11.5pp | 69.6%+29.4pp |
| Annual return | -5.33% | 7.77%-13.1pp | 651.12%-656.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,562 | $3,812-59.0% | $5,606-72.1% | $2,381-34.4% |
| Participant deferral / active EE | $4,570 | $5,250-12.9% | $6,927-34.0% | $3,470+31.7% |
| Admin fee / account holder | $1,220 | $6,741-81.9% | $10,705-88.6% | $4,888-75.0% |