Filed July 17, 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 | $82,603 | $73,867+11.8% | $143,757-42.5% | $68,494+20.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.76% | 1.01%-12.8pp | -0.04%-11.7pp | -7.84%-3.9pp |
| Employer contribution / active EE | $1,261 | $3,184-60.4% | $4,951-74.5% | $2,596-51.4% |
| Participant deferral / active EE | $2,103 | $3,384-37.9% | $5,637-62.7% | $4,027-47.8% |
| Admin fee / account holder | $26,703 | $5,755+364.0% | $14,673+82.0% | $5,403+394.2% |