Filed April 17, 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 | $39,237 | $70,667-44.5% | $123,104-68.1% | $52,331-25.0% |
| Participation rate | 92.2% | 83.7%+8.5pp | 86.8%+5.5pp | 68.1%+24.1pp |
| Annual return | -0.13% | 6.23%-6.4pp | 13.22%-13.4pp | 4.54%-4.7pp |
| Employer contribution / active EE | $1,861 | $2,946-36.8% | $5,151-63.9% | $1,882-1.1% |
| Participant deferral / active EE | $6,589 | $4,493+46.7% | $6,230+5.8% | $3,022+118.0% |
| Admin fee / account holder | $7,651 | $506+1410.5% | $9,015-15.1% | $592+1193.2% |