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 | $130,759 | $60,124+117.5% | $90,404+44.6% | $79,858+63.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 14.02% | 71.94%-57.9pp | 1293.02%-1279.0pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,842 | $2,068+37.4% | $3,262-12.9% | $2,471+15.0% |
| Participant deferral / active EE | $4,023 | $2,938+36.9% | $3,963+1.5% | $3,740+7.6% |
| Admin fee / account holder | $3,764 | $3,976-5.3% | $5,611-32.9% | $5,306-29.1% |