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 | $111,567 | $64,707+72.4% | $112,228-0.6% | $68,494+62.9% |
| Participation rate | 83.7% | 67.2%+16.5pp | 75.1%+8.6pp | 67.9%+15.8pp |
| Annual return | -13.71% | -11.40%-2.3pp | 27.45%-41.2pp | -7.84%-5.9pp |
| Employer contribution / active EE | $2,309 | $2,746-15.9% | $3,635-36.5% | $2,596-11.1% |
| Participant deferral / active EE | $5,579 | $3,565+56.5% | $4,728+18.0% | $4,027+38.5% |
| Admin fee / account holder | $5,903 | $5,232+12.8% | $6,410-7.9% | $5,403+9.3% |