Filed May 14, 2019 (most recent of 4 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 | $55,929 | $109,359-48.9% | $162,163-65.5% | $72,985-23.4% |
| Participation rate | 95.2% | 84.3%+10.9pp | 87.6%+7.6pp | 69.5%+25.7pp |
| Annual return | 24.28% | 25.46%-1.2pp | 115.59%-91.3pp | 81.00%-56.7pp |
| Employer contribution / active EE | $3,452 | $3,907-11.6% | $5,614-38.5% | $2,440+41.5% |
| Participant deferral / active EE | $3,632 | $5,481-33.7% | $7,298-50.2% | $3,607+0.7% |
| Admin fee / account holder | $15,478 | $7,972+94.2% | $10,843+42.8% | $5,124+202.0% |