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 | $216,454 | $54,762+295.3% | $90,281+139.8% | $72,985+196.6% |
| Participation rate | 91.4% | 65.1%+26.3pp | 73.3%+18.2pp | 69.5%+21.9pp |
| Annual return | 19.42% | 30.63%-11.2pp | 78.10%-58.7pp | 81.00%-61.6pp |
| Employer contribution / active EE | $7,746 | $2,092+270.2% | $2,854+171.4% | $2,440+217.5% |
| Participant deferral / active EE | $7,382 | $2,887+155.7% | $3,885+90.0% | $3,607+104.6% |
| Admin fee / account holder | $31,574 | $3,972+694.9% | $5,351+490.0% | $5,124+516.2% |