Filed December 6, 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 | $58,157 | $160,055-63.7% | $140,016-58.5% | $135,375-57.0% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | -4.69% | 911.38%-916.1pp | 651.12%-655.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $2,638 | $6,420-58.9% | $5,606-52.9% | $4,779-44.8% |
| Participant deferral / active EE | $4,266 | $7,642-44.2% | $6,927-38.4% | $5,609-23.9% |
| Admin fee / account holder | $5,419 | $13,328-59.3% | $10,705-49.4% | $10,827-49.9% |