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 | $187,150 | $96,635+93.7% | $86,612+116.1% | $139,434+34.2% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 16.63% | 106.41%-89.8pp | 591.07%-574.4pp | 372.94%-356.3pp |
| Employer contribution / active EE | $4,055 | $3,263+24.3% | $3,022+34.2% | $4,751-14.6% |
| Participant deferral / active EE | $10,240 | $4,836+111.7% | $4,438+130.7% | $6,710+52.6% |
| Admin fee / account holder | $40,769 | $6,408+536.2% | $5,614+626.2% | $11,403+257.5% |