Filed February 26, 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 | $43,999 | $94,529-53.5% | $140,016-68.6% | $64,186-31.4% |
| Participation rate | 96.2% | 84.1%+12.1pp | 87.5%+8.7pp | 69.6%+26.6pp |
| Annual return | -6.44% | 7.77%-14.2pp | 651.12%-657.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,346 | $3,812-64.7% | $5,606-76.0% | $2,381-43.5% |
| Participant deferral / active EE | $4,210 | $5,250-19.8% | $6,927-39.2% | $3,470+21.3% |
| Admin fee / account holder | $3,598 | $6,741-46.6% | $10,705-66.4% | $4,888-26.4% |