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 | $243,581 | $60,124+305.1% | $90,404+169.4% | $79,858+205.0% |
| Participation rate | 87.3% | 65.0%+22.3pp | 72.7%+14.6pp | 69.6%+17.7pp |
| Annual return | 14.68% | 71.94%-57.3pp | 1293.02%-1278.3pp | 31.71%-17.0pp |
| Employer contribution / active EE | $8,236 | $2,068+298.3% | $3,262+152.5% | $2,471+233.3% |
| Participant deferral / active EE | $7,818 | $2,938+166.1% | $3,963+97.3% | $3,740+109.0% |
| Admin fee / account holder | $26,085 | $3,976+556.0% | $5,611+364.9% | $5,306+391.6% |