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 | $123,285 | $135,952-9.3% | $123,892-0.5% | $273,961-55.0% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 5.77% | 56.63%-50.9pp | 47.52%-41.7pp | 41.45%-35.7pp |
| Employer contribution / active EE | $2,498 | $5,170-51.7% | $4,617-45.9% | $4,869-48.7% |
| Participant deferral / active EE | $7,655 | $6,343+20.7% | $5,984+27.9% | $5,287+44.8% |
| Admin fee / account holder | $1,364 | $9,817-86.1% | $8,357-83.7% | $10,132-86.5% |