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 | $174,130 | $92,703+87.8% | $82,719+110.5% | $134,475+29.5% |
| Participation rate | 86.4% | 75.2%+11.2pp | 72.6%+13.8pp | 81.2%+5.1pp |
| Annual return | -13.43% | 944.92%-958.4pp | 701.18%-714.6pp | 417.96%-431.4pp |
| Employer contribution / active EE | $8,987 | $3,274+174.5% | $3,009+198.7% | $4,740+89.6% |
| Participant deferral / active EE | $11,706 | $4,802+143.8% | $4,395+166.3% | $6,400+82.9% |
| Admin fee / account holder | $1,967 | $5,983-67.1% | $5,329-63.1% | $11,426-82.8% |