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 | $104,713 | $100,852+3.8% | $90,404+15.8% | $158,922-34.1% |
| Participation rate | 73.3% | 75.0%-1.7pp | 72.7%+0.7pp | 82.0%-8.6pp |
| Annual return | 20.94% | 1724.20%-1703.3pp | 1293.02%-1272.1pp | 302.83%-281.9pp |
| Employer contribution / active EE | $4,790 | $3,689+29.9% | $3,262+46.8% | $4,761+0.6% |
| Participant deferral / active EE | $9,215 | $4,348+111.9% | $3,963+132.5% | $5,982+54.0% |
| Admin fee / account holder | $4,124 | $6,501-36.6% | $5,611-26.5% | $11,246-63.3% |