Filed January 3, 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 | $199,102 | $84,695+135.1% | $73,843+169.6% | $125,391+58.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.06% | 3123.53%-3125.6pp | 2267.84%-2269.9pp | 282.22%-284.3pp |
| Employer contribution / active EE | $4,455 | $3,123+42.6% | $2,787+59.8% | $4,866-8.4% |
| Participant deferral / active EE | $9,191 | $3,992+130.2% | $3,583+156.5% | $5,352+71.7% |
| Admin fee / account holder | $1,206 | $5,691-78.8% | $4,880-75.3% | $9,540-87.4% |