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 | $158,906 | $92,703+71.4% | $82,719+92.1% | $134,475+18.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.35% | 944.92%-961.3pp | 701.18%-717.5pp | 417.96%-434.3pp |
| Employer contribution / active EE | $12,900 | $3,274+294.0% | $3,009+328.7% | $4,740+172.2% |
| Participant deferral / active EE | $16,425 | $4,802+242.1% | $4,395+273.7% | $6,400+156.7% |
| Admin fee / account holder | $25,370 | $5,983+324.1% | $5,329+376.1% | $11,426+122.0% |