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 | $59,944 | $197,591-69.7% | $177,821-66.3% | $158,922-62.3% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 9.96% | 58.76%-48.8pp | 48.32%-38.4pp | 302.83%-292.9pp |
| Employer contribution / active EE | $2,658 | $6,697-60.3% | $5,918-55.1% | $4,761-44.2% |
| Participant deferral / active EE | $4,087 | $8,405-51.4% | $7,714-47.0% | $5,982-31.7% |
| Admin fee / account holder | $633 | $15,399-95.9% | $12,427-94.9% | $11,246-94.4% |