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 | $71,238 | $138,347-48.5% | $184,203-61.3% | $80,856-11.9% |
| Participation rate | 95.1% | 83.9%+11.2pp | 86.8%+8.2pp | 67.6%+27.4pp |
| Annual return | 11.67% | 20.02%-8.4pp | 28.81%-17.1pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,864 | $4,850-61.6% | $6,427-71.0% | $2,755-32.3% |
| Participant deferral / active EE | $4,789 | $7,071-32.3% | $9,131-47.6% | $4,296+11.5% |
| Admin fee / account holder | $8,945 | $10,483-14.7% | $13,901-35.7% | $6,918+29.3% |