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 | $157,003 | $100,852+55.7% | $90,404+73.7% | $158,922-1.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.25% | 1724.20%-1704.0pp | 1293.02%-1272.8pp | 302.83%-282.6pp |
| Employer contribution / active EE | $12,785 | $3,689+246.6% | $3,262+292.0% | $4,761+168.5% |
| Participant deferral / active EE | $13,109 | $4,348+201.5% | $3,963+230.8% | $5,982+119.1% |
| Admin fee / account holder | $16,914 | $6,501+160.2% | $5,611+201.5% | $11,246+50.4% |