Filed June 25, 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 | $104,318 | $109,817-5.0% | $98,442+6.0% | $167,490-37.7% |
| Participation rate | 71.4% | 75.8%-4.4pp | 73.3%-1.9pp | 82.1%-10.7pp |
| Annual return | 22.90% | 1956.69%-1933.8pp | 1492.73%-1469.8pp | 478.56%-455.7pp |
| Employer contribution / active EE | $3,059 | $3,224-5.1% | $2,960+3.4% | $4,837-36.8% |
| Participant deferral / active EE | $7,600 | $4,673+62.6% | $4,276+77.7% | $6,341+19.8% |
| Admin fee / account holder | $2,715 | $6,753-59.8% | $5,949-54.4% | $12,309-77.9% |