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 | $202,244 | $125,758+60.8% | $169,993+19.0% | $75,163+169.1% |
| Participation rate | 98.8% | 83.6%+15.2pp | 87.0%+11.8pp | 67.2%+31.6pp |
| Annual return | 20.25% | 27.20%-7.0pp | 53.37%-33.1pp | 160.62%-140.4pp |
| Employer contribution / active EE | $6,703 | $4,615+45.2% | $6,785-1.2% | $2,670+151.1% |
| Participant deferral / active EE | $8,379 | $6,837+22.5% | $10,408-19.5% | $4,125+103.1% |
| Admin fee / account holder | $19,758 | $8,173+141.7% | $12,815+54.2% | $5,651+249.7% |