Filed March 11, 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 | $147,266 | $100,041+47.2% | $149,718-1.6% | $70,131+110.0% |
| Participation rate | 97.5% | 83.6%+13.9pp | 87.1%+10.5pp | 69.5%+28.0pp |
| Annual return | 19.82% | 27.43%-7.6pp | 1501.63%-1481.8pp | 73.14%-53.3pp |
| Employer contribution / active EE | $5,558 | $3,662+51.8% | $5,445+2.1% | $2,342+137.3% |
| Participant deferral / active EE | $6,302 | $4,983+26.5% | $6,569-4.1% | $3,332+89.2% |
| Admin fee / account holder | $12,706 | $8,286+53.3% | $11,283+12.6% | $4,645+173.5% |