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 | $47,134 | $138,065-65.9% | $123,544-61.8% | $135,375-65.2% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -8.27% | 153.68%-162.0pp | 119.20%-127.5pp | 519.73%-528.0pp |
| Employer contribution / active EE | $8,397 | $5,151+63.0% | $4,628+81.4% | $4,779+75.7% |
| Participant deferral / active EE | $4,864 | $6,799-28.5% | $6,426-24.3% | $5,609-13.3% |
| Admin fee / account holder | $3,577 | $10,916-67.2% | $9,284-61.5% | $10,827-67.0% |