Filed August 22, 2019 (most recent of 5 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 | $245,255 | $57,281+328.2% | $86,612+183.2% | $75,163+226.3% |
| Participation rate | 94.9% | 63.2%+31.7pp | 71.7%+23.2pp | 67.2%+27.7pp |
| Annual return | 18.43% | 2670.75%-2652.3pp | 591.07%-572.6pp | 160.62%-142.2pp |
| Employer contribution / active EE | $15,095 | $2,314+552.2% | $3,022+399.4% | $2,670+465.4% |
| Participant deferral / active EE | $12,340 | $3,318+271.9% | $4,438+178.1% | $4,125+199.1% |
| Admin fee / account holder | $57,076 | $4,112+1288.1% | $5,614+916.6% | $5,651+910.0% |