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 | $204,866 | $54,705+274.5% | $71,209+187.7% | $84,808+141.6% |
| Participation rate | 88.5% | 64.1%+24.4pp | 73.8%+14.7pp | 68.3%+20.2pp |
| Annual return | 14.03% | 35.90%-21.9pp | 282.51%-268.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $3,116 | $2,158+44.4% | $2,721+14.5% | $2,631+18.4% |
| Participant deferral / active EE | $4,076 | $3,030+34.5% | $4,175-2.4% | $4,212-3.2% |
| Admin fee / account holder | $1,672 | $4,863-65.6% | $5,349-68.7% | $7,344-77.2% |