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.
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 | $146,672 | $53,127+176.1% | $86,590+69.4% | $70,131+109.1% |
| Participation rate | 98.0% | 65.3%+32.7pp | 73.5%+24.4pp | 69.5%+28.4pp |
| Annual return | 18.71% | 27.66%-9.0pp | 964.84%-946.1pp | 73.14%-54.4pp |
| Employer contribution / active EE | $7,563 | $2,068+265.7% | $2,839+166.4% | $2,342+222.9% |
| Participant deferral / active EE | $6,736 | $2,696+149.9% | $3,609+86.7% | $3,332+102.2% |
| Admin fee / account holder | $1,872 | $3,585-47.8% | $4,906-61.8% | $4,645-59.7% |