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 | $126,514 | $54,705+131.3% | $71,209+77.7% | $84,808+49.2% |
| Participation rate | 88.2% | 64.1%+24.2pp | 73.8%+14.5pp | 68.3%+19.9pp |
| Annual return | 14.95% | 35.90%-20.9pp | 282.51%-267.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,291 | $2,158+6.2% | $2,721-15.8% | $2,631-12.9% |
| Participant deferral / active EE | $7,859 | $3,030+159.3% | $4,175+88.2% | $4,212+86.6% |
| Admin fee / account holder | $13,546 | $4,863+178.5% | $5,349+153.3% | $7,344+84.5% |