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 | $115,837 | $73,933+56.7% | $96,683+19.8% | $75,163+54.1% |
| Participation rate | 86.4% | 66.4%+19.9pp | 74.3%+12.0pp | 67.2%+19.2pp |
| Annual return | 15.90% | 26.70%-10.8pp | 35.69%-19.8pp | 160.62%-144.7pp |
| Employer contribution / active EE | $3,877 | $2,928+32.4% | $3,737+3.8% | $2,670+45.2% |
| Participant deferral / active EE | $7,857 | $3,659+114.8% | $4,878+61.1% | $4,125+90.5% |
| Admin fee / account holder | $20,597 | $5,216+294.9% | $6,730+206.1% | $5,651+264.5% |