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 | $47,755 | $97,744-51.1% | $103,476-53.8% | $145,922-67.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 16.90% | 25.41%-8.5pp | 23.90%-7.0pp | 561.29%-544.4pp |
| Employer contribution / active EE | $2,627 | $4,677-43.8% | $4,672-43.8% | $4,660-43.6% |
| Participant deferral / active EE | $8,882 | $6,603+34.5% | $6,623+34.1% | $6,688+32.8% |
| Admin fee / account holder | $1,810 | $12,515-85.5% | $9,413-80.8% | $13,397-86.5% |