Filed September 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 | $108,243 | $90,600+19.5% | $79,464+36.2% | $135,375-20.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -1.65% | 977.43%-979.1pp | 718.14%-719.8pp | 519.73%-521.4pp |
| Employer contribution / active EE | $12,069 | $3,068+293.4% | $2,800+331.0% | $4,779+152.6% |
| Participant deferral / active EE | $11,456 | $4,050+182.8% | $3,704+209.3% | $5,609+104.2% |
| Admin fee / account holder | $43,999 | $5,907+644.9% | $5,113+760.5% | $10,827+306.4% |