Filed March 6, 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 10-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 | $50,540 | $109,359-53.8% | $162,163-68.8% | $72,985-30.8% |
| Participation rate | 84.2% | 84.3%0pp | 87.6%-3.3pp | 69.5%+14.7pp |
| Annual return | 26.40% | 25.46%+0.9pp | 115.59%-89.2pp | 81.00%-54.6pp |
| Employer contribution / active EE | $1,468 | $3,907-62.4% | $5,614-73.8% | $2,440-39.8% |
| Participant deferral / active EE | $3,715 | $5,481-32.2% | $7,298-49.1% | $3,607+3.0% |
| Admin fee / account holder | $1,229 | $7,972-84.6% | $10,843-88.7% | $5,124-76.0% |