Filed September 6, 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 | $94,389 | $123,793-23.8% | $177,821-46.9% | $79,858+18.2% |
| Participation rate | 73.8% | 84.7%-10.8pp | 87.7%-13.9pp | 69.6%+4.2pp |
| Annual return | 12.57% | 22.82%-10.3pp | 48.32%-35.8pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,260 | $4,095-69.2% | $5,918-78.7% | $2,471-49.0% |
| Participant deferral / active EE | $4,846 | $5,956-18.6% | $7,714-37.2% | $3,740+29.6% |
| Admin fee / account holder | $4,878 | $7,243-32.7% | $12,427-60.7% | $5,306-8.1% |