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 | $170,384 | $57,281+197.5% | $86,612+96.7% | $75,163+126.7% |
| Participation rate | 77.4% | 63.2%+14.2pp | 71.7%+5.7pp | 67.2%+10.2pp |
| Annual return | 15.72% | 2670.75%-2655.0pp | 591.07%-575.3pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2,479 | $2,314+7.1% | $3,022-18.0% | $2,670-7.2% |
| Participant deferral / active EE | $3,709 | $3,318+11.8% | $4,438-16.4% | $4,125-10.1% |
| Admin fee / account holder | $2,826 | $4,112-31.3% | $5,614-49.7% | $5,651-50.0% |