Filed January 8, 2018 (most recent of 2 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 | $111,399 | $54,350+105.0% | $82,719+34.7% | $68,494+62.6% |
| Participation rate | 83.9% | 63.9%+20.0pp | 72.6%+11.3pp | 67.9%+16.0pp |
| Annual return | -19.32% | -13.67%-5.7pp | 701.18%-720.5pp | -7.84%-11.5pp |
| Employer contribution / active EE | $4,170 | $2,218+88.0% | $3,009+38.6% | $2,596+60.6% |
| Participant deferral / active EE | $8,529 | $3,246+162.7% | $4,395+94.1% | $4,027+111.8% |
| Admin fee / account holder | $22,821 | $4,395+419.2% | $5,329+328.2% | $5,403+322.4% |