Filed January 4, 2018 (most recent of 3 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 | $102,046 | $54,350+87.8% | $82,719+23.4% | $68,494+49.0% |
| Participation rate | 96.1% | 63.9%+32.2pp | 72.6%+23.5pp | 67.9%+28.2pp |
| Annual return | -15.37% | -13.67%-1.7pp | 701.18%-716.5pp | -7.84%-7.5pp |
| Employer contribution / active EE | $9,252 | $2,218+317.1% | $3,009+207.5% | $2,596+256.3% |
| Participant deferral / active EE | $9,841 | $3,246+203.2% | $4,395+123.9% | $4,027+144.4% |
| Admin fee / account holder | $2,806 | $4,395-36.2% | $5,329-47.3% | $5,403-48.1% |