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 | $182,635 | $54,762+233.5% | $90,281+102.3% | $72,985+150.2% |
| Participation rate | 98.0% | 65.1%+32.9pp | 73.3%+24.8pp | 69.5%+28.6pp |
| Annual return | 23.03% | 30.63%-7.6pp | 78.10%-55.1pp | 81.00%-58.0pp |
| Employer contribution / active EE | $7,493 | $2,092+258.1% | $2,854+162.5% | $2,440+207.1% |
| Participant deferral / active EE | $6,831 | $2,887+136.6% | $3,885+75.8% | $3,607+89.4% |
| Admin fee / account holder | $3,219 | $3,972-18.9% | $5,351-39.8% | $5,124-37.2% |