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 | $45,588 | $94,625-51.8% | $116,228-60.8% | $84,808-46.2% |
| Participation rate | 89.1% | 70.4%+18.6pp | 74.6%+14.5pp | 68.3%+20.8pp |
| Annual return | 14.49% | 20.40%-5.9pp | 90.06%-75.6pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,145 | $2,347-51.2% | $2,994-61.8% | $2,631-56.5% |
| Participant deferral / active EE | $3,272 | $3,972-17.6% | $4,953-33.9% | $4,212-22.3% |
| Admin fee / account holder | $26,248 | $10,091+160.1% | $11,989+118.9% | $7,344+257.4% |