Filed December 12, 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 | $229,551 | $92,703+147.6% | $82,719+177.5% | $134,475+70.7% |
| Participation rate | 94.4% | 75.2%+19.3pp | 72.6%+21.9pp | 81.2%+13.2pp |
| Annual return | -16.95% | 944.92%-961.9pp | 701.18%-718.1pp | 417.96%-434.9pp |
| Employer contribution / active EE | $27,901 | $3,274+752.2% | $3,009+827.3% | $4,740+488.7% |
| Participant deferral / active EE | $1,497 | $4,802-68.8% | $4,395-65.9% | $6,400-76.6% |
| Admin fee / account holder | $7,922 | $5,983+32.4% | $5,329+48.7% | $11,426-30.7% |