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 | $127,278 | $57,281+122.2% | $86,612+47.0% | $75,163+69.3% |
| Participation rate | 94.1% | 63.2%+30.9pp | 71.7%+22.4pp | 67.2%+26.9pp |
| Annual return | 22.67% | 2670.75%-2648.1pp | 591.07%-568.4pp | 160.62%-137.9pp |
| Employer contribution / active EE | $8,988 | $2,314+288.3% | $3,022+197.4% | $2,670+236.7% |
| Participant deferral / active EE | $10,268 | $3,318+209.5% | $4,438+131.4% | $4,125+148.9% |
| Admin fee / account holder | $8,352 | $4,112+103.1% | $5,614+48.8% | $5,651+47.8% |