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 | $113,796 | $60,124+89.3% | $90,404+25.9% | $79,858+42.5% |
| Participation rate | 75.6% | 65.0%+10.6pp | 72.7%+2.9pp | 69.6%+5.9pp |
| Annual return | 11.87% | 71.94%-60.1pp | 1293.02%-1281.1pp | 31.71%-19.8pp |
| Employer contribution / active EE | $1,905 | $2,068-7.9% | $3,262-41.6% | $2,471-22.9% |
| Participant deferral / active EE | $6,142 | $2,938+109.1% | $3,963+55.0% | $3,740+64.2% |
| Admin fee / account holder | $18,004 | $3,976+352.8% | $5,611+220.9% | $5,306+239.3% |