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 | $144,653 | $54,350+166.2% | $82,719+74.9% | $68,494+111.2% |
| Participation rate | 72.4% | 63.9%+8.5pp | 72.6%-0.1pp | 67.9%+4.5pp |
| Annual return | -14.85% | -13.67%-1.2pp | 701.18%-716.0pp | -7.84%-7.0pp |
| Employer contribution / active EE | $2,800 | $2,218+26.2% | $3,009-7.0% | $2,596+7.8% |
| Participant deferral / active EE | $3,962 | $3,246+22.1% | $4,395-9.9% | $4,027-1.6% |
| Admin fee / account holder | $7,707 | $4,395+75.3% | $5,329+44.6% | $5,403+42.7% |