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 | $55,695 | $110,094-49.4% | $151,611-63.3% | $68,494-18.7% |
| Participation rate | 89.2% | 84.0%+5.3pp | 87.5%+1.8pp | 67.9%+21.4pp |
| Annual return | -9.01% | -10.12%+1.1pp | 3.33%-12.3pp | -7.84%-1.2pp |
| Employer contribution / active EE | $1,708 | $4,471-61.8% | $6,166-72.3% | $2,596-34.2% |
| Participant deferral / active EE | $4,324 | $6,527-33.8% | $8,363-48.3% | $4,027+7.4% |
| Admin fee / account holder | $1,225 | $7,719-84.1% | $11,616-89.5% | $5,403-77.3% |