Filed November 22, 2019 (most recent of 5 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 | $36,026 | $94,529-61.9% | $140,016-74.3% | $64,186-43.9% |
| Participation rate | 96.9% | 84.1%+12.8pp | 87.5%+9.4pp | 69.6%+27.3pp |
| Annual return | -4.43% | 7.77%-12.2pp | 651.12%-655.5pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,520 | $3,812-33.9% | $5,606-55.1% | $2,381+5.8% |
| Participant deferral / active EE | $3,716 | $5,250-29.2% | $6,927-46.3% | $3,470+7.1% |
| Admin fee / account holder | $1,941 | $6,741-71.2% | $10,705-81.9% | $4,888-60.3% |