Filed April 4, 2018 (most recent of 3 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 | $52,024 | $87,841-40.8% | $133,980-61.2% | $62,891-17.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 7.87% | 12.05%-4.2pp | 29.30%-21.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $4,052 | $3,483+16.3% | $5,211-22.3% | $2,281+77.6% |
| Participant deferral / active EE | $3,222 | $4,812-33.1% | $6,282-48.7% | $3,203+0.6% |
| Admin fee / account holder | $6,021 | $5,371+12.1% | $9,324-35.4% | $4,296+40.2% |