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 | $143,656 | $81,460+76.4% | $103,333+39.0% | $80,856+77.7% |
| Participation rate | 83.5% | 66.8%+16.7pp | 74.5%+9.0pp | 67.6%+15.9pp |
| Annual return | 16.94% | 25.55%-8.6pp | 24.88%-7.9pp | 35.59%-18.7pp |
| Employer contribution / active EE | $4,081 | $3,105+31.4% | $3,868+5.5% | $2,755+48.1% |
| Participant deferral / active EE | $8,506 | $3,869+119.9% | $5,057+68.2% | $4,296+98.0% |
| Admin fee / account holder | $12,394 | $6,566+88.7% | $8,355+48.3% | $6,918+79.1% |