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 | $199,255 | $60,124+231.4% | $90,404+120.4% | $79,858+149.5% |
| Participation rate | 98.1% | 65.0%+33.2pp | 72.7%+25.5pp | 69.6%+28.5pp |
| Annual return | 17.71% | 71.94%-54.2pp | 1293.02%-1275.3pp | 31.71%-14.0pp |
| Employer contribution / active EE | $7,190 | $2,068+247.7% | $3,262+120.4% | $2,471+191.0% |
| Participant deferral / active EE | $6,248 | $2,938+112.6% | $3,963+57.6% | $3,740+67.1% |
| Admin fee / account holder | $22,631 | $3,976+469.1% | $5,611+303.3% | $5,306+326.5% |