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 | $186,472 | $54,350+243.1% | $82,719+125.4% | $68,494+172.2% |
| Participation rate | 95.0% | 63.9%+31.1pp | 72.6%+22.4pp | 67.9%+27.1pp |
| Annual return | -15.86% | -13.67%-2.2pp | 701.18%-717.0pp | -7.84%-8.0pp |
| Employer contribution / active EE | $7,978 | $2,218+259.7% | $3,009+165.1% | $2,596+207.3% |
| Participant deferral / active EE | $7,605 | $3,246+134.3% | $4,395+73.0% | $4,027+88.9% |
| Admin fee / account holder | $5,084 | $4,395+15.7% | $5,329-4.6% | $5,403-5.9% |