Filed May 10, 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 | $49,708 | $160,055-68.9% | $140,016-64.5% | $135,375-63.3% |
| Participation rate | 95.8% | 88.5%+7.3pp | 87.5%+8.3pp | 82.6%+13.2pp |
| Annual return | -5.15% | 911.38%-916.5pp | 651.12%-656.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $2,612 | $6,420-59.3% | $5,606-53.4% | $4,779-45.3% |
| Participant deferral / active EE | $5,357 | $7,642-29.9% | $6,927-22.7% | $5,609-4.5% |
| Admin fee / account holder | $8,503 | $13,328-36.2% | $10,705-20.6% | $10,827-21.5% |