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 | $112,486 | $99,985+12.5% | $146,665-23.3% | $85,850+31.0% |
| Participation rate | 97.4% | 73.1%+24.3pp | 80.1%+17.3pp | 69.3%+28.1pp |
| Annual return | 13.78% | 18.93%-5.1pp | 22.74%-9.0pp | 318.53%-304.8pp |
| Employer contribution / active EE | $6,446 | $2,559+151.9% | $4,136+55.8% | $2,565+151.3% |
| Participant deferral / active EE | $6,242 | $4,006+55.8% | $5,506+13.4% | $3,952+58.0% |
| Admin fee / account holder | $8,770 | $7,702+13.9% | $10,280-14.7% | $6,260+40.1% |