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 | $65,427 | $125,758-48.0% | $169,993-61.5% | $75,163-13.0% |
| Participation rate | 89.1% | 83.6%+5.5pp | 87.0%+2.1pp | 67.2%+21.9pp |
| Annual return | 14.82% | 27.20%-12.4pp | 53.37%-38.6pp | 160.62%-145.8pp |
| Employer contribution / active EE | $1,771 | $4,615-61.6% | $6,785-73.9% | $2,670-33.6% |
| Participant deferral / active EE | $4,700 | $6,837-31.3% | $10,408-54.8% | $4,125+13.9% |
| Admin fee / account holder | $9,555 | $8,173+16.9% | $12,815-25.4% | $5,651+69.1% |