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 | $114,339 | $74,888+52.7% | $71,209+60.6% | $142,382-19.7% |
| Participation rate | 93.8% | 76.2%+17.5pp | 73.8%+20.0pp | 80.1%+13.6pp |
| Annual return | 13.11% | 345.14%-332.0pp | 282.51%-269.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $3,419 | $2,854+19.8% | $2,721+25.7% | $4,299-20.5% |
| Participant deferral / active EE | $11,191 | $4,454+151.2% | $4,175+168.0% | $6,507+72.0% |
| Admin fee / account holder | $3,075 | $5,568-44.8% | $5,349-42.5% | $12,624-75.6% |