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 | $66,792 | $138,347-51.7% | $184,203-63.7% | $80,856-17.4% |
| Participation rate | 93.4% | 83.9%+9.5pp | 86.8%+6.6pp | 67.6%+25.8pp |
| Annual return | 13.21% | 20.02%-6.8pp | 28.81%-15.6pp | 35.59%-22.4pp |
| Employer contribution / active EE | $3,080 | $4,850-36.5% | $6,427-52.1% | $2,755+11.8% |
| Participant deferral / active EE | $4,610 | $7,071-34.8% | $9,131-49.5% | $4,296+7.3% |
| Admin fee / account holder | $19,247 | $10,483+83.6% | $13,901+38.5% | $6,918+178.2% |