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 | $222,239 | $65,409+239.8% | $98,442+125.8% | $85,850+158.9% |
| Participation rate | 96.7% | 65.0%+31.7pp | 73.3%+23.3pp | 69.3%+27.4pp |
| Annual return | 15.95% | 21.76%-5.8pp | 1492.73%-1476.8pp | 318.53%-302.6pp |
| Employer contribution / active EE | $6,762 | $2,168+212.0% | $2,960+128.5% | $2,565+163.6% |
| Participant deferral / active EE | $6,103 | $3,166+92.7% | $4,276+42.7% | $3,952+54.4% |
| Admin fee / account holder | $3,944 | $4,593-14.1% | $5,949-33.7% | $6,260-37.0% |