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 | $157,055 | $109,359+43.6% | $162,163-3.2% | $72,985+115.2% |
| Participation rate | 97.6% | 84.3%+13.3pp | 87.6%+10.0pp | 69.5%+28.1pp |
| Annual return | 27.87% | 25.46%+2.4pp | 115.59%-87.7pp | 81.00%-53.1pp |
| Employer contribution / active EE | $5,640 | $3,907+44.3% | $5,614+0.5% | $2,440+131.2% |
| Participant deferral / active EE | $6,368 | $5,481+16.2% | $7,298-12.7% | $3,607+76.5% |
| Admin fee / account holder | $3,617 | $7,972-54.6% | $10,843-66.6% | $5,124-29.4% |