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 | $119,847 | $54,350+120.5% | $82,719+44.9% | $68,494+75.0% |
| Participation rate | 72.1% | 63.9%+8.2pp | 72.6%-0.5pp | 67.9%+4.2pp |
| Annual return | -13.92% | -13.67%-0.2pp | 701.18%-715.1pp | -7.84%-6.1pp |
| Employer contribution / active EE | $2,423 | $2,218+9.2% | $3,009-19.5% | $2,596-6.7% |
| Participant deferral / active EE | $7,780 | $3,246+139.7% | $4,395+77.0% | $4,027+93.2% |
| Admin fee / account holder | $2,467 | $4,395-43.9% | $5,329-53.7% | $5,403-54.3% |