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 | $42,105 | $74,089-43.2% | $133,980-68.6% | $55,167-23.7% |
| Participation rate | 92.0% | 84.3%+7.7pp | 87.1%+4.9pp | 69.0%+23.0pp |
| Annual return | 16.39% | 12.11%+4.3pp | 29.30%-12.9pp | 169.23%-152.8pp |
| Employer contribution / active EE | $2,983 | $3,064-2.6% | $5,211-42.8% | $1,963+52.0% |
| Participant deferral / active EE | $4,652 | $4,678-0.6% | $6,282-25.9% | $3,054+52.3% |
| Admin fee / account holder | $572 | $458+24.9% | $9,324-93.9% | $504+13.6% |