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 | $131,569 | $90,503+45.4% | $78,689+67.2% | $273,961-52.0% |
| Participation rate | 95.2% | 76.5%+18.7pp | 73.6%+21.7pp | 83.0%+12.2pp |
| Annual return | 6.94% | 75.60%-68.7pp | 62.18%-55.2pp | 41.45%-34.5pp |
| Employer contribution / active EE | $7,192 | $3,176+126.5% | $2,851+152.3% | $4,869+47.7% |
| Participant deferral / active EE | $8,418 | $3,901+115.8% | $3,517+139.4% | $5,287+59.2% |
| Admin fee / account holder | $25,704 | $5,263+388.4% | $4,510+469.9% | $10,132+153.7% |