Filed February 5, 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 | $117,931 | $87,733+34.4% | $106,548+10.7% | $85,850+37.4% |
| Participation rate | 90.5% | 71.9%+18.5pp | 76.1%+14.3pp | 69.3%+21.2pp |
| Annual return | 13.91% | 21.86%-7.9pp | 26.80%-12.9pp | 318.53%-304.6pp |
| Employer contribution / active EE | $1,714 | $2,073-17.3% | $2,819-39.2% | $2,565-33.2% |
| Participant deferral / active EE | $5,403 | $3,469+55.7% | $4,398+22.8% | $3,952+36.7% |
| Admin fee / account holder | $847 | $6,767-87.5% | $7,407-88.6% | $6,260-86.5% |