Filed November 27, 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 | $41,229 | $45,152-8.7% | $73,843-44.2% | $59,632-30.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 4.62% | 27.40%-22.8pp | 2267.84%-2263.2pp | 2041.28%-2036.7pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,228 | $2,574+142.0% | $3,583+73.8% | $3,192+95.1% |
| Admin fee / account holder | $888 | $3,516-74.8% | $4,880-81.8% | $4,297-79.3% |