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 | $86,095 | $74,888+15.0% | $71,209+20.9% | $142,382-39.5% |
| Participation rate | 93.3% | 76.2%+17.1pp | 73.8%+19.6pp | 80.1%+13.2pp |
| Annual return | 22.25% | 345.14%-322.9pp | 282.51%-260.3pp | 217.08%-194.8pp |
| Employer contribution / active EE | $5,187 | $2,854+81.7% | $2,721+90.6% | $4,299+20.6% |
| Participant deferral / active EE | $12,860 | $4,454+188.7% | $4,175+208.0% | $6,507+97.6% |
| Admin fee / account holder | $14,022 | $5,568+151.8% | $5,349+162.1% | $12,624+11.1% |