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 | $90,710 | $91,190-0.5% | $178,490-49.2% | $79,858+13.6% |
| Participation rate | 97.3% | 69.2%+28.1pp | 81.9%+15.4pp | 69.6%+27.7pp |
| Annual return | 13.55% | 24.19%-10.6pp | 151.07%-137.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $4,906 | $3,256+50.7% | $5,011-2.1% | $2,471+98.6% |
| Participant deferral / active EE | $8,904 | $3,236+175.1% | $5,202+71.2% | $3,740+138.1% |
| Admin fee / account holder | $9,382 | $6,751+39.0% | $13,984-32.9% | $5,306+76.8% |