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 | $169,934 | $54,705+210.6% | $71,209+138.6% | $84,808+100.4% |
| Participation rate | 88.9% | 64.1%+24.8pp | 73.8%+15.1pp | 68.3%+20.6pp |
| Annual return | 17.62% | 35.90%-18.3pp | 282.51%-264.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $3,804 | $2,158+76.3% | $2,721+39.8% | $2,631+44.6% |
| Participant deferral / active EE | $7,608 | $3,030+151.1% | $4,175+82.2% | $4,212+80.6% |
| Admin fee / account holder | $40,020 | $4,863+722.9% | $5,349+648.2% | $7,344+445.0% |