Filed March 28, 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 | $47,094 | $90,503-48.0% | $78,689-40.2% | $273,961-82.8% |
| Participation rate | 94.4% | 76.5%+17.9pp | 73.6%+20.9pp | 83.0%+11.4pp |
| Annual return | 5.01% | 75.60%-70.6pp | 62.18%-57.2pp | 41.45%-36.4pp |
| Employer contribution / active EE | $4,391 | $3,176+38.3% | $2,851+54.0% | $4,869-9.8% |
| Participant deferral / active EE | $9,078 | $3,901+132.7% | $3,517+158.1% | $5,287+71.7% |
| Admin fee / account holder | $29,020 | $5,263+451.4% | $4,510+543.4% | $10,132+186.4% |