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 | $67,475 | $43,327+55.7% | $59,878+12.7% | $64,186+5.1% |
| Participation rate | 95.1% | 69.2%+25.9pp | 74.7%+20.4pp | 69.6%+25.5pp |
| Annual return | -3.28% | -1.55%-1.7pp | 3.46%-6.7pp | 7.63%-10.9pp |
| Employer contribution / active EE | $5,292 | $2,028+160.9% | $2,722+94.4% | $2,381+122.3% |
| Participant deferral / active EE | $5,986 | $2,546+135.1% | $3,402+76.0% | $3,470+72.5% |
| Admin fee / account holder | $6,234 | $3,005+107.5% | $3,590+73.6% | $4,888+27.5% |