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 | $57,464 | $123,793-53.6% | $177,821-67.7% | $79,858-28.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 11.03% | 22.82%-11.8pp | 48.32%-37.3pp | 31.71%-20.7pp |
| Employer contribution / active EE | $2,379 | $4,095-41.9% | $5,918-59.8% | $2,471-3.7% |
| Participant deferral / active EE | $5,591 | $5,956-6.1% | $7,714-27.5% | $3,740+49.5% |
| Admin fee / account holder | $316 | $7,243-95.6% | $12,427-97.5% | $5,306-94.0% |