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 | $181,585 | $88,751+104.6% | $81,812+122.0% | $145,922+24.4% |
| Participation rate | 79.2% | 75.0%+4.1pp | 72.3%+6.8pp | 80.3%-1.1pp |
| Annual return | 10.41% | 1025.40%-1015.0pp | 773.79%-763.4pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,672 | $3,083-13.3% | $2,912-8.3% | $4,660-42.7% |
| Participant deferral / active EE | $8,412 | $4,643+81.2% | $4,319+94.8% | $6,688+25.8% |
| Admin fee / account holder | $86,138 | $8,415+923.6% | $7,386+1066.2% | $13,397+543.0% |