Filed January 29, 2019 (most recent of 3 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 | $57,677 | $76,000-24.1% | $154,107-62.6% | $64,186-10.1% |
| Participation rate | 97.4% | 70.4%+27.0pp | 83.0%+14.4pp | 69.6%+27.9pp |
| Annual return | -3.60% | 30.32%-33.9pp | 735.12%-738.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $3,158 | $3,351-5.7% | $5,298-40.4% | $2,381+32.7% |
| Participant deferral / active EE | $5,694 | $3,175+79.3% | $5,081+12.1% | $3,470+64.1% |
| Admin fee / account holder | $2,223 | $5,596-60.3% | $13,411-83.4% | $4,888-54.5% |