Filed September 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 | $126,383 | $52,681+139.9% | $75,781+66.8% | $59,632+111.9% |
| Participation rate | 86.5% | 67.2%+19.3pp | 75.8%+10.7pp | 68.7%+17.9pp |
| Annual return | -0.24% | 2.95%-3.2pp | 9.68%-9.9pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $6,156 | $2,193+180.7% | $3,323+85.2% | $2,203+179.5% |
| Participant deferral / active EE | $5,568 | $2,591+114.9% | $3,651+52.5% | $3,192+74.4% |
| Admin fee / account holder | $703 | $3,610-80.5% | $5,299-86.7% | $4,297-83.6% |