Filed November 12, 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 | $166,728 | $48,076+246.8% | $78,689+111.9% | $62,891+165.1% |
| Participation rate | 93.9% | 65.2%+28.7pp | 73.6%+20.4pp | 69.3%+24.6pp |
| Annual return | 5.36% | 31.35%-26.0pp | 62.18%-56.8pp | 20.14%-14.8pp |
| Employer contribution / active EE | $7,981 | $2,015+296.1% | $2,851+180.0% | $2,281+249.9% |
| Participant deferral / active EE | $7,473 | $2,588+188.8% | $3,517+112.5% | $3,203+133.3% |
| Admin fee / account holder | $4,279 | $3,207+33.4% | $4,510-5.1% | $4,296-0.4% |