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 3-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 | $194,956 | $81,460+139.3% | $103,333+88.7% | $80,856+141.1% |
| Participation rate | 97.4% | 66.8%+30.6pp | 74.5%+22.9pp | 67.6%+29.8pp |
| Annual return | 76.70% | 25.55%+51.2pp | 24.88%+51.8pp | 35.59%+41.1pp |
| Employer contribution / active EE | $7,036 | $3,105+126.6% | $3,868+81.9% | $2,755+155.4% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $6,274 | $6,566-4.4% | $8,355-24.9% | $6,918-9.3% |