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 | $155,896 | $101,724+53.3% | $164,813-5.4% | $80,856+92.8% |
| Participation rate | 97.6% | 71.8%+25.8pp | 78.6%+19.0pp | 67.6%+30.0pp |
| Annual return | 15.89% | 16.72%-0.8pp | 69.93%-54.0pp | 35.59%-19.7pp |
| Employer contribution / active EE | $15,113 | $2,953+411.7% | $4,341+248.2% | $2,755+448.6% |
| Participant deferral / active EE | $8,843 | $4,477+97.5% | $6,031+46.6% | $4,296+105.9% |
| Admin fee / account holder | $11,746 | $8,227+42.8% | $12,690-7.4% | $6,918+69.8% |