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 | $244,916 | $58,208+320.8% | $81,812+199.4% | $80,856+202.9% |
| Participation rate | 97.0% | 63.4%+33.6pp | 72.3%+24.7pp | 67.6%+29.4pp |
| Annual return | 23.06% | 41.66%-18.6pp | 773.79%-750.7pp | 35.59%-12.5pp |
| Employer contribution / active EE | $9,054 | $2,340+286.9% | $2,912+210.9% | $2,755+228.7% |
| Participant deferral / active EE | $8,837 | $3,281+169.4% | $4,319+104.6% | $4,296+105.7% |
| Admin fee / account holder | $6,019 | $4,981+20.8% | $7,386-18.5% | $6,918-13.0% |