Filed June 26, 2019 (most recent of 3 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 | $23,082 | $127,386-81.9% | $115,037-79.9% | $125,391-81.6% |
| Participation rate | 78.6% | 84.2%-5.6pp | 81.4%-2.8pp | 83.2%-4.6pp |
| Annual return | 5.76% | 31.28%-25.5pp | 26.14%-20.4pp | 282.22%-276.5pp |
| Employer contribution / active EE | $1,600 | $5,166-69.0% | $4,608-65.3% | $4,866-67.1% |
| Participant deferral / active EE | $2,836 | $6,423-55.8% | $6,026-52.9% | $5,352-47.0% |
| Admin fee / account holder | $43,446 | $9,516+356.5% | $8,175+431.4% | $9,540+355.4% |