Filed September 27, 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 6-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 | $37,374 | $94,752-60.6% | $112,887-66.9% | $139,434-73.2% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 21.42% | 40.88%-19.5pp | 34.10%-12.7pp | 372.94%-351.5pp |
| Employer contribution / active EE | $2,331 | $4,625-49.6% | $4,563-48.9% | $4,751-50.9% |
| Participant deferral / active EE | $7,386 | $6,512+13.4% | $6,513+13.4% | $6,710+10.1% |
| Admin fee / account holder | $656 | $8,527-92.3% | $7,047-90.7% | $11,403-94.3% |