Filed December 28, 2017 (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 | $129,338 | $90,503+42.9% | $78,689+64.4% | $273,961-52.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.25% | 75.60%-64.3pp | 62.18%-50.9pp | 41.45%-30.2pp |
| Employer contribution / active EE | $10,356 | $3,176+226.1% | $2,851+263.3% | $4,869+112.7% |
| Participant deferral / active EE | $7,485 | $3,901+91.9% | $3,517+112.8% | $5,287+41.6% |
| Admin fee / account holder | $986 | $5,263-81.3% | $4,510-78.1% | $10,132-90.3% |