Filed November 28, 2018 (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 | $49,748 | $109,359-54.5% | $162,163-69.3% | $72,985-31.8% |
| Participation rate | 83.7% | 84.3%-0.6pp | 87.6%-3.9pp | 69.5%+14.2pp |
| Annual return | 18.09% | 25.46%-7.4pp | 115.59%-97.5pp | 81.00%-62.9pp |
| Employer contribution / active EE | $2,718 | $3,907-30.4% | $5,614-51.6% | $2,440+11.4% |
| Participant deferral / active EE | $4,425 | $5,481-19.3% | $7,298-39.4% | $3,607+22.7% |
| Admin fee / account holder | $27,530 | $7,972+245.3% | $10,843+153.9% | $5,124+437.2% |