Filed March 11, 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 | $151,137 | $95,193+58.8% | $76,523+97.5% | $135,375+11.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 5.91% | 4.85%+1.1pp | -0.27%+6.2pp | 519.73%-513.8pp |
| Employer contribution / active EE | $3,608 | $3,302+9.2% | $2,647+36.3% | $4,779-24.5% |
| Participant deferral / active EE | $5,537 | $4,639+19.3% | $3,835+44.3% | $5,609-1.3% |
| Admin fee / account holder | $4,155 | $6,249-33.5% | $4,848-14.3% | $10,827-61.6% |