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 | $246,411 | $58,208+323.3% | $81,812+201.2% | $80,856+204.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 11.69% | 41.66%-30.0pp | 773.79%-762.1pp | 35.59%-23.9pp |
| Employer contribution / active EE | $21,477 | $2,340+817.8% | $2,912+637.5% | $2,755+679.6% |
| Participant deferral / active EE | $1,836 | $3,281-44.0% | $4,319-57.5% | $4,296-57.3% |
| Admin fee / account holder | $1,812 | $4,981-63.6% | $7,386-75.5% | $6,918-73.8% |