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 | $72,469 | $90,600-20.0% | $79,464-8.8% | $135,375-46.5% |
| Participation rate | 86.7% | 76.0%+10.6pp | 73.3%+13.3pp | 82.6%+4.0pp |
| Annual return | 0.46% | 977.43%-977.0pp | 718.14%-717.7pp | 519.73%-519.3pp |
| Employer contribution / active EE | $5,152 | $3,068+67.9% | $2,800+84.0% | $4,779+7.8% |
| Participant deferral / active EE | $9,199 | $4,050+127.1% | $3,704+148.4% | $5,609+64.0% |
| Admin fee / account holder | $6,917 | $5,907+17.1% | $5,113+35.3% | $10,827-36.1% |