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 | $133,689 | $99,020+35.0% | $86,590+54.4% | $147,584-9.4% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 15.76% | 1312.34%-1296.6pp | 964.84%-949.1pp | 578.55%-562.8pp |
| Employer contribution / active EE | $5,763 | $3,132+84.0% | $2,839+103.0% | $4,876+18.2% |
| Participant deferral / active EE | $6,225 | $3,972+56.7% | $3,609+72.5% | $5,439+14.5% |
| Admin fee / account holder | $637 | $5,710-88.8% | $4,906-87.0% | $10,885-94.1% |