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 | $57,373 | $167,484-65.7% | $151,611-62.2% | $134,475-57.3% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -12.39% | 7.80%-20.2pp | 3.33%-15.7pp | 417.96%-430.4pp |
| Employer contribution / active EE | $3,210 | $6,829-53.0% | $6,166-47.9% | $4,740-32.3% |
| Participant deferral / active EE | $5,307 | $8,986-40.9% | $8,363-36.5% | $6,400-17.1% |
| Admin fee / account holder | $11,185 | $13,783-18.8% | $11,616-3.7% | $11,426-2.1% |