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 | $140,987 | $49,177+186.7% | $79,464+77.4% | $64,186+119.7% |
| Participation rate | 98.1% | 65.0%+33.0pp | 73.3%+24.7pp | 69.6%+28.5pp |
| Annual return | -6.53% | -1.16%-5.4pp | 718.14%-724.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $7,103 | $2,076+242.1% | $2,800+153.6% | $2,381+198.3% |
| Participant deferral / active EE | $6,540 | $2,821+131.8% | $3,704+76.6% | $3,470+88.5% |
| Admin fee / account holder | $3,855 | $3,839+0.4% | $5,113-24.6% | $4,888-21.1% |