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 | $243,998 | $96,635+152.5% | $86,612+181.7% | $139,434+75.0% |
| Participation rate | 95.7% | 74.4%+21.3pp | 71.7%+24.0pp | 80.3%+15.3pp |
| Annual return | 14.91% | 106.41%-91.5pp | 591.07%-576.2pp | 372.94%-358.0pp |
| Employer contribution / active EE | $29,578 | $3,263+806.5% | $3,022+878.6% | $4,751+522.6% |
| Participant deferral / active EE | $1,536 | $4,836-68.2% | $4,438-65.4% | $6,710-77.1% |
| Admin fee / account holder | $29,593 | $6,408+361.8% | $5,614+427.1% | $11,403+159.5% |