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 | $133,598 | $72,277+84.8% | $101,248+32.0% | $79,858+67.3% |
| Participation rate | 73.2% | 68.5%+4.7pp | 75.8%-2.6pp | 69.6%+3.5pp |
| Annual return | 13.83% | 22.30%-8.5pp | 46.47%-32.6pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,071 | $2,692-23.0% | $3,660-43.4% | $2,471-16.2% |
| Participant deferral / active EE | $5,634 | $3,282+71.7% | $4,370+28.9% | $3,740+50.7% |
| Admin fee / account holder | $34,379 | $4,400+681.3% | $5,945+478.2% | $5,306+547.9% |