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 | $57,068 | $123,793-53.9% | $177,821-67.9% | $79,858-28.5% |
| Participation rate | 94.4% | 84.7%+9.7pp | 87.7%+6.6pp | 69.6%+24.7pp |
| Annual return | 15.37% | 22.82%-7.4pp | 48.32%-32.9pp | 31.71%-16.3pp |
| Employer contribution / active EE | $2,759 | $4,095-32.6% | $5,918-53.4% | $2,471+11.7% |
| Participant deferral / active EE | $4,037 | $5,956-32.2% | $7,714-47.7% | $3,740+8.0% |
| Admin fee / account holder | $3,432 | $7,243-52.6% | $12,427-72.4% | $5,306-35.3% |