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 | $129,894 | $57,354+126.5% | $83,848+54.9% | $64,186+102.4% |
| Participation rate | 86.4% | 68.6%+17.8pp | 76.1%+10.2pp | 69.6%+16.8pp |
| Annual return | -4.76% | 11.38%-16.1pp | 850.88%-855.6pp | 7.63%-12.4pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,863 | $2,993+95.9% | $4,082+43.6% | $3,470+69.0% |
| Admin fee / account holder | $14,257 | $4,046+252.4% | $5,478+160.3% | $4,888+191.7% |