Filed January 4, 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 | $96,740 | $49,177+96.7% | $79,464+21.7% | $64,186+50.7% |
| Participation rate | 88.9% | 65.0%+23.9pp | 73.3%+15.5pp | 69.6%+19.3pp |
| Annual return | -7.10% | -1.16%-5.9pp | 718.14%-725.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,526 | $2,076+21.6% | $2,800-9.8% | $2,381+6.1% |
| Participant deferral / active EE | $2,902 | $2,821+2.8% | $3,704-21.7% | $3,470-16.4% |
| Admin fee / account holder | $5,891 | $3,839+53.4% | $5,113+15.2% | $4,888+20.5% |