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 | $151,721 | $73,867+105.4% | $143,757+5.5% | $68,494+121.5% |
| Participation rate | 96.3% | 66.7%+29.6pp | 80.3%+16.0pp | 67.9%+28.4pp |
| Annual return | -4.77% | 1.01%-5.8pp | -0.04%-4.7pp | -7.84%+3.1pp |
| Employer contribution / active EE | $5,780 | $3,184+81.5% | $4,951+16.8% | $2,596+122.6% |
| Participant deferral / active EE | $5,599 | $3,384+65.4% | $5,637-0.7% | $4,027+39.0% |
| Admin fee / account holder | $582 | $5,755-89.9% | $14,673-96.0% | $5,403-89.2% |