Filed December 27, 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 | $249,508 | $94,529+163.9% | $140,016+78.2% | $64,186+288.7% |
| Participation rate | 98.0% | 84.1%+14.0pp | 87.5%+10.5pp | 69.6%+28.5pp |
| Annual return | -3.17% | 7.77%-10.9pp | 651.12%-654.3pp | 7.63%-10.8pp |
| Employer contribution / active EE | $10,724 | $3,812+181.3% | $5,606+91.3% | $2,381+350.4% |
| Participant deferral / active EE | $9,832 | $5,250+87.3% | $6,927+41.9% | $3,470+183.4% |
| Admin fee / account holder | $4,914 | $6,741-27.1% | $10,705-54.1% | $4,888+0.5% |