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 | $94,147 | $73,004+29.0% | $90,749+3.7% | $68,494+37.5% |
| Participation rate | 96.7% | 70.8%+25.8pp | 75.7%+21.0pp | 67.9%+28.8pp |
| Annual return | -15.59% | -13.81%-1.8pp | -12.16%-3.4pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,411 | $2,193-35.7% | $2,921-51.7% | $2,596-45.7% |
| Participant deferral / active EE | $4,993 | $3,627+37.7% | $4,564+9.4% | $4,027+24.0% |
| Admin fee / account holder | $3,916 | $5,896-33.6% | $8,445-53.6% | $5,403-27.5% |