Filed June 26, 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 | $37,482 | $82,032-54.3% | $123,104-69.6% | $59,632-37.1% |
| Participation rate | 83.7% | 83.2%+0.5pp | 86.8%-3.1pp | 68.7%+15.0pp |
| Annual return | 6.53% | 5.12%+1.4pp | 13.22%-6.7pp | 2041.28%-2034.8pp |
| Employer contribution / active EE | $2,751 | $3,297-16.5% | $5,151-46.6% | $2,203+24.9% |
| Participant deferral / active EE | $4,391 | $4,667-5.9% | $6,230-29.5% | $3,192+37.6% |
| Admin fee / account holder | $5,555 | $5,881-5.5% | $9,015-38.4% | $4,297+29.3% |