Filed March 28, 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 | $76,563 | $138,347-44.7% | $184,203-58.4% | $80,856-5.3% |
| Participation rate | 98.6% | 83.9%+14.7pp | 86.8%+11.7pp | 67.6%+30.9pp |
| Annual return | 14.15% | 20.02%-5.9pp | 28.81%-14.7pp | 35.59%-21.4pp |
| Employer contribution / active EE | $3,830 | $4,850-21.0% | $6,427-40.4% | $2,755+39.0% |
| Participant deferral / active EE | $7,135 | $7,071+0.9% | $9,131-21.9% | $4,296+66.1% |
| Admin fee / account holder | $4,122 | $10,483-60.7% | $13,901-70.3% | $6,918-40.4% |