Filed October 25, 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 | $211,845 | $160,055+32.4% | $140,016+51.3% | $135,375+56.5% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.5%+5.4pp | 82.6%+10.2pp |
| Annual return | -4.60% | 911.38%-916.0pp | 651.12%-655.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,880 | $6,420-70.7% | $5,606-66.5% | $4,779-60.7% |
| Participant deferral / active EE | $5,234 | $7,642-31.5% | $6,927-24.4% | $5,609-6.7% |
| Admin fee / account holder | $549 | $13,328-95.9% | $10,705-94.9% | $10,827-94.9% |