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 | $71,607 | $87,013-17.7% | $106,213-32.6% | $80,856-11.4% |
| Participation rate | 73.8% | 70.4%+3.3pp | 75.3%-1.5pp | 67.6%+6.1pp |
| Annual return | 11.70% | 17.05%-5.3pp | 116.14%-104.4pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,101 | $2,395-54.0% | $3,171-65.3% | $2,755-60.0% |
| Participant deferral / active EE | $3,828 | $3,986-3.9% | $5,016-23.7% | $4,296-10.9% |
| Admin fee / account holder | $25,422 | $8,431+201.5% | $11,033+130.4% | $6,918+267.5% |