Filed October 24, 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 | $100,580 | $159,934-37.1% | $147,005-31.6% | $145,959-31.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.44% | 98.24%-87.8pp | 418.76%-408.3pp | 561.95%-551.5pp |
| Employer contribution / active EE | $4,056 | $5,287-23.3% | $4,934-17.8% | $4,661-13.0% |
| Participant deferral / active EE | $19,424 | $8,427+130.5% | $8,070+140.7% | $6,689+190.4% |
| Admin fee / account holder | $120,561 | $15,053+700.9% | $13,006+827.0% | $13,398+799.9% |