Filed July 25, 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.
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 | $197,398 | $57,281+244.6% | $86,612+127.9% | $75,163+162.6% |
| Participation rate | 95.5% | 63.2%+32.3pp | 71.7%+23.8pp | 67.2%+28.3pp |
| Annual return | 17.15% | 2670.75%-2653.6pp | 591.07%-573.9pp | 160.62%-143.5pp |
| Employer contribution / active EE | $7,284 | $2,314+214.7% | $3,022+141.0% | $2,670+172.8% |
| Participant deferral / active EE | $6,732 | $3,318+102.9% | $4,438+51.7% | $4,125+63.2% |
| Admin fee / account holder | $19,143 | $4,112+365.5% | $5,614+241.0% | $5,651+238.8% |