Filed August 1, 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 | $39,673 | $58,828-32.6% | $77,999-49.1% | $62,891-36.9% |
| Participation rate | 89.3% | 71.1%+18.2pp | 75.5%+13.8pp | 69.3%+20.0pp |
| Annual return | 5.90% | 17.16%-11.3pp | 425.96%-420.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,724 | $1,672+3.1% | $2,470-30.2% | $2,281-24.4% |
| Participant deferral / active EE | $3,188 | $2,686+18.7% | $3,497-8.8% | $3,203-0.5% |
| Admin fee / account holder | $10,757 | $4,393+144.8% | $5,480+96.3% | $4,296+150.4% |