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 | $45,665 | $110,094-58.5% | $151,611-69.9% | $68,494-33.3% |
| Participation rate | 92.3% | 84.0%+8.3pp | 87.5%+4.8pp | 67.9%+24.4pp |
| Annual return | -14.96% | -10.12%-4.8pp | 3.33%-18.3pp | -7.84%-7.1pp |
| Employer contribution / active EE | $4,147 | $4,471-7.2% | $6,166-32.7% | $2,596+59.7% |
| Participant deferral / active EE | $5,060 | $6,527-22.5% | $8,363-39.5% | $4,027+25.7% |
| Admin fee / account holder | $6,231 | $7,719-19.3% | $11,616-46.4% | $5,403+15.3% |