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 | $94,146 | $91,552+2.8% | $133,956-29.7% | $79,858+17.9% |
| Participation rate | 97.4% | 73.3%+24.1pp | 79.8%+17.6pp | 69.6%+27.8pp |
| Annual return | 14.30% | 61.85%-47.5pp | 45.09%-30.8pp | 31.71%-17.4pp |
| Employer contribution / active EE | $7,956 | $2,384+233.8% | $3,919+103.0% | $2,471+222.0% |
| Participant deferral / active EE | $6,423 | $3,733+72.0% | $5,048+27.2% | $3,740+71.7% |
| Admin fee / account holder | $20,017 | $6,321+216.7% | $8,927+124.2% | $5,306+277.2% |