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 | $239,705 | $96,635+148.1% | $86,612+176.8% | $139,434+71.9% |
| Participation rate | 84.2% | 74.4%+9.8pp | 71.7%+12.5pp | 80.3%+3.9pp |
| Annual return | 16.69% | 106.41%-89.7pp | 591.07%-574.4pp | 372.94%-356.3pp |
| Employer contribution / active EE | $13,305 | $3,263+307.7% | $3,022+340.2% | $4,751+180.0% |
| Participant deferral / active EE | $13,628 | $4,836+181.8% | $4,438+207.1% | $6,710+103.1% |
| Admin fee / account holder | $24,738 | $6,408+286.1% | $5,614+340.6% | $11,403+117.0% |