Filed September 25, 2019 (most recent of 6 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 | $172,878 | $102,966+67.9% | $90,281+91.5% | $152,861+13.1% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 16.73% | 95.16%-78.4pp | 78.10%-61.4pp | 345.32%-328.6pp |
| Employer contribution / active EE | $2,639 | $3,139-15.9% | $2,854-7.5% | $4,762-44.6% |
| Participant deferral / active EE | $6,983 | $4,281+63.1% | $3,885+79.7% | $5,850+19.4% |
| Admin fee / account holder | $63,076 | $6,171+922.2% | $5,351+1078.7% | $11,596+443.9% |