Filed January 29, 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 | $185,806 | $58,208+219.2% | $81,812+127.1% | $80,856+129.8% |
| Participation rate | 81.3% | 63.4%+17.8pp | 72.3%+8.9pp | 67.6%+13.6pp |
| Annual return | 18.00% | 41.66%-23.7pp | 773.79%-755.8pp | 35.59%-17.6pp |
| Employer contribution / active EE | $7,874 | $2,340+236.5% | $2,912+170.4% | $2,755+185.8% |
| Participant deferral / active EE | $12,495 | $3,281+280.8% | $4,319+189.3% | $4,296+190.9% |
| Admin fee / account holder | $28,321 | $4,981+468.6% | $7,386+283.4% | $6,918+309.4% |