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 | $36,987 | $100,041-63.0% | $149,718-75.3% | $70,131-47.3% |
| Participation rate | 98.5% | 83.6%+14.9pp | 87.1%+11.5pp | 69.5%+29.0pp |
| Annual return | 21.79% | 27.43%-5.6pp | 1501.63%-1479.8pp | 73.14%-51.4pp |
| Employer contribution / active EE | $2,453 | $3,662-33.0% | $5,445-55.0% | $2,342+4.7% |
| Participant deferral / active EE | $4,457 | $4,983-10.5% | $6,569-32.2% | $3,332+33.8% |
| Admin fee / account holder | $2,106 | $8,286-74.6% | $11,283-81.3% | $4,645-54.7% |