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 | $121,922 | $125,758-3.1% | $169,993-28.3% | $75,163+62.2% |
| Participation rate | 70.2% | 83.6%-13.4pp | 87.0%-16.8pp | 67.2%+3.0pp |
| Annual return | 15.54% | 27.20%-11.7pp | 53.37%-37.8pp | 160.62%-145.1pp |
| Employer contribution / active EE | $1,480 | $4,615-67.9% | $6,785-78.2% | $2,670-44.6% |
| Participant deferral / active EE | $6,110 | $6,837-10.6% | $10,408-41.3% | $4,125+48.1% |
| Admin fee / account holder | $6,357 | $8,173-22.2% | $12,815-50.4% | $5,651+12.5% |