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 | $104,974+52.6% | $95,585+67.5% | $142,382+12.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 11.18% | 210.33%-199.2pp | 38.56%-27.4pp | 217.08%-205.9pp |
| Employer contribution / active EE | $9,375 | $2,779+237.4% | $2,527+271.1% | $4,299+118.1% |
| Participant deferral / active EE | $7,595 | $4,352+74.5% | $4,023+88.8% | $6,507+16.7% |
| Admin fee / account holder | $13,341 | $6,386+108.9% | $6,127+117.7% | $12,624+5.7% |