Filed May 10, 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 | $62,361 | $40,256+54.9% | $57,343+8.8% | $59,632+4.6% |
| Participation rate | 96.2% | 69.2%+27.0pp | 75.1%+21.1pp | 68.7%+27.5pp |
| Annual return | 1.37% | 27.49%-26.1pp | 24.39%-23.0pp | 2041.28%-2039.9pp |
| Employer contribution / active EE | $5,183 | $1,922+169.7% | $2,689+92.8% | $2,203+135.3% |
| Participant deferral / active EE | $5,486 | $2,399+128.7% | $3,162+73.5% | $3,192+71.9% |
| Admin fee / account holder | $7,948 | $2,818+182.1% | $3,356+136.9% | $4,297+85.0% |