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 | $145,511 | $65,365+122.6% | $92,893+56.6% | $72,985+99.4% |
| Participation rate | 76.6% | 68.3%+8.3pp | 76.0%+0.6pp | 69.5%+7.1pp |
| Annual return | 16.89% | 42.10%-25.2pp | 109.41%-92.5pp | 81.00%-64.1pp |
| Employer contribution / active EE | $8,611 | $2,594+231.9% | $3,653+135.7% | $2,440+252.9% |
| Participant deferral / active EE | $6,550 | $3,128+109.4% | $4,236+54.6% | $3,607+81.6% |
| Admin fee / account holder | $4,220 | $4,251-0.7% | $5,794-27.2% | $5,124-17.6% |