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 | $71,500 | $92,703-22.9% | $82,719-13.6% | $134,475-46.8% |
| Participation rate | 93.8% | 75.2%+18.6pp | 72.6%+21.2pp | 81.2%+12.5pp |
| Annual return | -14.21% | 944.92%-959.1pp | 701.18%-715.4pp | 417.96%-432.2pp |
| Employer contribution / active EE | $1,050 | $3,274-67.9% | $3,009-65.1% | $4,740-77.8% |
| Participant deferral / active EE | $7,769 | $4,802+61.8% | $4,395+76.8% | $6,400+21.4% |
| Admin fee / account holder | $6,773 | $5,983+13.2% | $5,329+27.1% | $11,426-40.7% |