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 | $63,753 | $123,793-48.5% | $177,821-64.1% | $79,858-20.2% |
| Participation rate | 84.7% | 84.7%+0.1pp | 87.7%-3.0pp | 69.6%+15.1pp |
| Annual return | 13.15% | 22.82%-9.7pp | 48.32%-35.2pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,725 | $4,095-57.9% | $5,918-70.9% | $2,471-30.2% |
| Participant deferral / active EE | $4,833 | $5,956-18.9% | $7,714-37.3% | $3,740+29.2% |
| Admin fee / account holder | $1,854 | $7,243-74.4% | $12,427-85.1% | $5,306-65.1% |