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 | $217,260 | $57,281+279.3% | $86,612+150.8% | $75,163+189.0% |
| Participation rate | 98.2% | 63.2%+35.0pp | 71.7%+26.5pp | 67.2%+31.0pp |
| Annual return | 14.76% | 2670.75%-2656.0pp | 591.07%-576.3pp | 160.62%-145.9pp |
| Employer contribution / active EE | $10,605 | $2,314+358.2% | $3,022+250.9% | $2,670+297.2% |
| Participant deferral / active EE | $10,762 | $3,318+224.4% | $4,438+142.5% | $4,125+160.9% |
| Admin fee / account holder | $38,415 | $4,112+834.3% | $5,614+584.3% | $5,651+579.8% |