Filed December 17, 2019 (most recent of 2 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 | $160,143 | $101,618+57.6% | $93,063+72.1% | $137,256+16.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 11.18% | 223.95%-212.8pp | 34.15%-23.0pp | 220.34%-209.2pp |
| Employer contribution / active EE | $9,375 | $2,707+246.3% | $2,476+278.6% | $4,156+125.6% |
| Participant deferral / active EE | $7,595 | $4,279+77.5% | $3,958+91.9% | $6,407+18.6% |
| Admin fee / account holder | $13,341 | $6,198+115.2% | $6,033+121.1% | $12,270+8.7% |