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 | $59,749 | $125,758-52.5% | $169,993-64.9% | $75,163-20.5% |
| Participation rate | 84.4% | 83.6%+0.8pp | 87.0%-2.6pp | 67.2%+17.2pp |
| Annual return | 15.54% | 27.20%-11.7pp | 53.37%-37.8pp | 160.62%-145.1pp |
| Employer contribution / active EE | $2,533 | $4,615-45.1% | $6,785-62.7% | $2,670-5.1% |
| Participant deferral / active EE | $4,145 | $6,837-39.4% | $10,408-60.2% | $4,125+0.5% |
| Admin fee / account holder | $5,275 | $8,173-35.5% | $12,815-58.8% | $5,651-6.6% |