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 | $75,297 | $45,035+67.2% | $62,995+19.5% | $70,131+7.4% |
| Participation rate | 91.7% | 69.5%+22.1pp | 74.8%+16.9pp | 69.5%+22.1pp |
| Annual return | 17.19% | 18.76%-1.6pp | 87.57%-70.4pp | 73.14%-55.9pp |
| Employer contribution / active EE | $4,757 | $2,051+131.9% | $2,759+72.4% | $2,342+103.1% |
| Participant deferral / active EE | $4,824 | $2,465+95.7% | $3,329+44.9% | $3,332+44.8% |
| Admin fee / account holder | $1,524 | $2,834-46.2% | $3,600-57.7% | $4,645-67.2% |