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 | $131,467 | $109,327+20.3% | $89,391+47.1% | $158,922-17.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 10.68% | 345.68%-335.0pp | 245.62%-234.9pp | 302.83%-292.1pp |
| Employer contribution / active EE | $3,444 | $3,170+8.7% | $2,586+33.2% | $4,761-27.7% |
| Participant deferral / active EE | $7,201 | $4,598+56.6% | $3,890+85.1% | $5,982+20.4% |
| Admin fee / account holder | $480 | $6,153-92.2% | $4,881-90.2% | $11,246-95.7% |