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 | $135,662 | $102,966+31.8% | $90,281+50.3% | $152,861-11.3% |
| Participation rate | 95.0% | 75.9%+19.1pp | 73.3%+21.7pp | 82.4%+12.6pp |
| Annual return | 23.41% | 95.16%-71.8pp | 78.10%-54.7pp | 345.32%-321.9pp |
| Employer contribution / active EE | $11,105 | $3,139+253.8% | $2,854+289.0% | $4,762+133.2% |
| Participant deferral / active EE | $10,004 | $4,281+133.7% | $3,885+157.5% | $5,850+71.0% |
| Admin fee / account holder | $3,651 | $6,171-40.8% | $5,351-31.8% | $11,596-68.5% |