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 | $106,678 | $110,094-3.1% | $151,611-29.6% | $68,494+55.7% |
| Participation rate | 70.7% | 84.0%-13.3pp | 87.5%-16.8pp | 67.9%+2.8pp |
| Annual return | -16.03% | -10.12%-5.9pp | 3.33%-19.4pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,606 | $4,471-64.1% | $6,166-74.0% | $2,596-38.2% |
| Participant deferral / active EE | $6,435 | $6,527-1.4% | $8,363-23.1% | $4,027+59.8% |
| Admin fee / account holder | $2,253 | $7,719-70.8% | $11,616-80.6% | $5,403-58.3% |