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 | $82,739 | $102,966-19.6% | $90,281-8.4% | $152,861-45.9% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.4%-4.7pp |
| Annual return | 13.03% | 95.16%-82.1pp | 78.10%-65.1pp | 345.32%-332.3pp |
| Employer contribution / active EE | $4,024 | $3,139+28.2% | $2,854+41.0% | $4,762-15.5% |
| Participant deferral / active EE | $6,915 | $4,281+61.5% | $3,885+78.0% | $5,850+18.2% |
| Admin fee / account holder | $7,399 | $6,171+19.9% | $5,351+38.3% | $11,596-36.2% |