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 | $223,702 | $54,350+311.6% | $82,719+170.4% | $68,494+226.6% |
| Participation rate | 88.9% | 63.9%+25.0pp | 72.6%+16.3pp | 67.9%+21.0pp |
| Annual return | -15.67% | -13.67%-2.0pp | 701.18%-716.8pp | -7.84%-7.8pp |
| Employer contribution / active EE | $10,142 | $2,218+357.2% | $3,009+237.1% | $2,596+290.6% |
| Participant deferral / active EE | $9,564 | $3,246+194.6% | $4,395+117.6% | $4,027+137.5% |
| Admin fee / account holder | $23,291 | $4,395+429.9% | $5,329+337.1% | $5,403+331.1% |