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 | $46,233 | $123,793-62.7% | $177,821-74.0% | $79,858-42.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 12.80% | 22.82%-10.0pp | 48.32%-35.5pp | 31.71%-18.9pp |
| Employer contribution / active EE | $3,110 | $4,095-24.0% | $5,918-47.4% | $2,471+25.9% |
| Participant deferral / active EE | $6,561 | $5,956+10.1% | $7,714-14.9% | $3,740+75.4% |
| Admin fee / account holder | $8,162 | $7,243+12.7% | $12,427-34.3% | $5,306+53.8% |