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 | $67,818 | $148,978-54.5% | $200,582-66.2% | $84,808-20.0% |
| Participation rate | 97.6% | 84.2%+13.4pp | 86.9%+10.7pp | 68.3%+29.3pp |
| Annual return | 14.76% | 28.16%-13.4pp | 42.33%-27.6pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,588 | $4,815-46.2% | $6,419-59.7% | $2,631-1.6% |
| Participant deferral / active EE | $4,274 | $7,142-40.2% | $9,331-54.2% | $4,212+1.5% |
| Admin fee / account holder | $3,261 | $13,977-76.7% | $16,305-80.0% | $7,344-55.6% |