Filed March 22, 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 | $95,317 | $110,094-13.4% | $151,611-37.1% | $68,494+39.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -17.49% | -10.12%-7.4pp | 3.33%-20.8pp | -7.84%-9.6pp |
| Employer contribution / active EE | $7,585 | $4,471+69.7% | $6,166+23.0% | $2,596+192.1% |
| Participant deferral / active EE | $3,204 | $6,527-50.9% | $8,363-61.7% | $4,027-20.4% |
| Admin fee / account holder | $1,583 | $7,719-79.5% | $11,616-86.4% | $5,403-70.7% |