Filed December 12, 2018 (most recent of 2 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 9-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 | $91,680 | $83,477+9.8% | $125,175-26.8% | $72,985+25.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 79.37% | 25.78%+53.6pp | 43.79%+35.6pp | 81.00%-1.6pp |
| Employer contribution / active EE | $7,724 | $2,345+229.3% | $3,865+99.8% | $2,440+216.6% |
| Participant deferral / active EE | $6,974 | $3,585+94.5% | $4,937+41.3% | $3,607+93.3% |
| Admin fee / account holder | $8,843 | $5,517+60.3% | $9,702-8.9% | $5,124+72.6% |