Filed November 26, 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 | $103,249 | $82,032+25.9% | $123,104-16.1% | $59,632+73.1% |
| Participation rate | 98.6% | 83.2%+15.4pp | 86.8%+11.9pp | 68.7%+30.0pp |
| Annual return | -1.02% | 5.12%-6.1pp | 13.22%-14.2pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $3,813 | $3,297+15.7% | $5,151-26.0% | $2,203+73.1% |
| Participant deferral / active EE | $9,138 | $4,667+95.8% | $6,230+46.7% | $3,192+186.3% |
| Admin fee / account holder | $10,133 | $5,881+72.3% | $9,015+12.4% | $4,297+135.8% |