Filed September 24, 2019 (most recent of 2 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 | $92,827 | $49,177+88.8% | $79,464+16.8% | $64,186+44.6% |
| Participation rate | 82.2% | 65.0%+17.2pp | 73.3%+8.9pp | 69.6%+12.7pp |
| Annual return | -5.86% | -1.16%-4.7pp | 718.14%-724.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,954 | $2,076-5.9% | $2,800-30.2% | $2,381-17.9% |
| Participant deferral / active EE | $6,389 | $2,821+126.4% | $3,704+72.5% | $3,470+84.1% |
| Admin fee / account holder | $3,527 | $3,839-8.1% | $5,113-31.0% | $4,888-27.8% |