Filed January 31, 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 | $220,134 | $63,346+247.5% | $92,233+138.7% | $70,131+213.9% |
| Participation rate | 96.7% | 68.7%+28.0pp | 76.5%+20.2pp | 69.5%+27.1pp |
| Annual return | 19.01% | 530.12%-511.1pp | 176.28%-157.3pp | 73.14%-54.1pp |
| Employer contribution / active EE | $5,176 | $2,471+109.4% | $3,679+40.7% | $2,342+121.0% |
| Participant deferral / active EE | $7,238 | $2,854+153.6% | $3,897+85.8% | $3,332+117.3% |
| Admin fee / account holder | $3,905 | $3,840+1.7% | $5,194-24.8% | $4,645-15.9% |