Filed April 1, 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 | $160,676 | $91,190+76.2% | $178,490-10.0% | $79,858+101.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.85% | 24.19%-11.3pp | 151.07%-138.2pp | 31.71%-18.9pp |
| Employer contribution / active EE | $5,629 | $3,256+72.9% | $5,011+12.3% | $2,471+127.8% |
| Participant deferral / active EE | $4,461 | $3,236+37.8% | $5,202-14.2% | $3,740+19.3% |
| Admin fee / account holder | $6,341 | $6,751-6.1% | $13,984-54.7% | $5,306+19.5% |