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 | $71,097 | $92,703-23.3% | $82,719-14.1% | $134,475-47.1% |
| Participation rate | 92.9% | 75.2%+17.7pp | 72.6%+20.3pp | 81.2%+11.6pp |
| Annual return | -13.73% | 944.92%-958.7pp | 701.18%-714.9pp | 417.96%-431.7pp |
| Employer contribution / active EE | $5,922 | $3,274+80.9% | $3,009+96.8% | $4,740+25.0% |
| Participant deferral / active EE | $11,839 | $4,802+146.5% | $4,395+169.4% | $6,400+85.0% |
| Admin fee / account holder | $13,545 | $5,983+126.4% | $5,329+154.2% | $11,426+18.5% |