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 | $68,923 | $96,635-28.7% | $86,612-20.4% | $139,434-50.6% |
| Participation rate | 93.3% | 74.4%+18.9pp | 71.7%+21.6pp | 80.3%+13.0pp |
| Annual return | 16.39% | 106.41%-90.0pp | 591.07%-574.7pp | 372.94%-356.6pp |
| Employer contribution / active EE | $5,630 | $3,263+72.5% | $3,022+86.3% | $4,751+18.5% |
| Participant deferral / active EE | $9,290 | $4,836+92.1% | $4,438+109.3% | $6,710+38.4% |
| Admin fee / account holder | $26,872 | $6,408+319.4% | $5,614+378.6% | $11,403+135.7% |