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 | $163,445 | $99,020+65.1% | $86,590+88.8% | $147,584+10.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.29% | 1312.34%-1295.1pp | 964.84%-947.6pp | 578.55%-561.3pp |
| Employer contribution / active EE | $9,490 | $3,132+203.0% | $2,839+234.2% | $4,876+94.6% |
| Participant deferral / active EE | $8,135 | $3,972+104.8% | $3,609+125.4% | $5,439+49.6% |
| Admin fee / account holder | $885 | $5,710-84.5% | $4,906-82.0% | $10,885-91.9% |