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 | $164,453 | $93,024+76.8% | $77,024+113.5% | $134,475+22.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -10.82% | 62.60%-73.4pp | 42.32%-53.1pp | 417.96%-428.8pp |
| Employer contribution / active EE | $4,278 | $3,418+25.2% | $2,812+52.1% | $4,740-9.7% |
| Participant deferral / active EE | $9,582 | $5,238+82.9% | $4,426+116.5% | $6,400+49.7% |
| Admin fee / account holder | $535 | $6,944-92.3% | $5,425-90.1% | $11,426-95.3% |