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 | $115,853 | $54,762+111.6% | $90,281+28.3% | $72,985+58.7% |
| Participation rate | 71.1% | 65.1%+6.0pp | 73.3%-2.2pp | 69.5%+1.6pp |
| Annual return | 21.66% | 30.63%-9.0pp | 78.10%-56.4pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,820 | $2,092-13.0% | $2,854-36.2% | $2,440-25.4% |
| Participant deferral / active EE | $6,058 | $2,887+109.8% | $3,885+55.9% | $3,607+67.9% |
| Admin fee / account holder | $17,536 | $3,972+341.5% | $5,351+227.7% | $5,124+242.2% |