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 | $197,938 | $109,817+80.2% | $98,442+101.1% | $167,490+18.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.58% | 1956.69%-1945.1pp | 1492.73%-1481.1pp | 478.56%-467.0pp |
| Employer contribution / active EE | $10,984 | $3,224+240.7% | $2,960+271.1% | $4,837+127.1% |
| Participant deferral / active EE | $13,112 | $4,673+180.6% | $4,276+206.6% | $6,341+106.8% |
| Admin fee / account holder | $10,543 | $6,753+56.1% | $5,949+77.2% | $12,309-14.3% |