Filed February 28, 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 | $46,422 | $49,177-5.6% | $79,464-41.6% | $64,186-27.7% |
| Participation rate | 77.0% | 65.0%+12.0pp | 73.3%+3.7pp | 69.6%+7.5pp |
| Annual return | 5.33% | -1.16%+6.5pp | 718.14%-712.8pp | 7.63%-2.3pp |
| Employer contribution / active EE | $574 | $2,076-72.4% | $2,800-79.5% | $2,381-75.9% |
| Participant deferral / active EE | $2,781 | $2,821-1.4% | $3,704-24.9% | $3,470-19.8% |
| Admin fee / account holder | $3,373 | $3,839-12.1% | $5,113-34.0% | $4,888-31.0% |