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 | $74,558 | $85,202-12.5% | $172,739-56.8% | $72,985+2.2% |
| Participation rate | 97.7% | 70.1%+27.6pp | 82.6%+15.0pp | 69.5%+28.2pp |
| Annual return | 32.72% | 27.32%+5.4pp | 802.84%-770.1pp | 81.00%-48.3pp |
| Employer contribution / active EE | $3,841 | $3,324+15.5% | $5,143-25.3% | $2,440+57.4% |
| Participant deferral / active EE | $6,376 | $3,260+95.6% | $5,198+22.7% | $3,607+76.8% |
| Admin fee / account holder | $5,725 | $5,884-2.7% | $13,954-59.0% | $5,124+11.7% |