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 | $120,830 | $65,409+84.7% | $98,442+22.7% | $85,850+40.7% |
| Participation rate | 86.0% | 65.0%+21.0pp | 73.3%+12.7pp | 69.3%+16.7pp |
| Annual return | 13.96% | 21.76%-7.8pp | 1492.73%-1478.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $2,346 | $2,168+8.2% | $2,960-20.7% | $2,565-8.5% |
| Participant deferral / active EE | $6,985 | $3,166+120.6% | $4,276+63.3% | $3,952+76.7% |
| Admin fee / account holder | $6,601 | $4,593+43.7% | $5,949+11.0% | $6,260+5.4% |