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 | $136,205 | $57,281+137.8% | $86,612+57.3% | $75,163+81.2% |
| Participation rate | 78.6% | 63.2%+15.4pp | 71.7%+6.9pp | 67.2%+11.4pp |
| Annual return | 15.59% | 2670.75%-2655.2pp | 591.07%-575.5pp | 160.62%-145.0pp |
| Employer contribution / active EE | $2,529 | $2,314+9.3% | $3,022-16.3% | $2,670-5.3% |
| Participant deferral / active EE | $7,970 | $3,318+140.2% | $4,438+79.6% | $4,125+93.2% |
| Admin fee / account holder | $5,812 | $4,112+41.3% | $5,614+3.5% | $5,651+2.8% |