Filed January 30, 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 | $221,069 | $76,552+188.8% | $123,892+78.4% | $62,891+251.5% |
| Participation rate | 97.7% | 73.0%+24.7pp | 81.4%+16.3pp | 69.3%+28.4pp |
| Annual return | 7.37% | 18.68%-11.3pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,326 | $2,883-19.3% | $4,617-49.6% | $2,281+2.0% |
| Participant deferral / active EE | $8,673 | $4,840+79.2% | $5,984+44.9% | $3,203+170.8% |
| Admin fee / account holder | $20,702 | $4,826+329.0% | $8,357+147.7% | $4,296+381.9% |