Filed July 11, 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 | $161,256 | $83,902+92.2% | $167,512-3.7% | $84,808+90.1% |
| Participation rate | 98.7% | 66.5%+32.3pp | 77.1%+21.7pp | 68.3%+30.4pp |
| Annual return | 15.09% | 91.55%-76.5pp | 1615.79%-1600.7pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,091 | $2,264+36.5% | $3,882-20.4% | $2,631+17.5% |
| Participant deferral / active EE | $6,655 | $4,442+49.8% | $6,405+3.9% | $4,212+58.0% |
| Admin fee / account holder | $4,353 | $7,915-45.0% | $9,769-55.4% | $7,344-40.7% |