Filed February 5, 2018 (most recent of 4 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 | $53,658 | $125,758-57.3% | $169,993-68.4% | $75,163-28.6% |
| Participation rate | 85.4% | 83.6%+1.8pp | 87.0%-1.6pp | 67.2%+18.2pp |
| Annual return | 14.20% | 27.20%-13.0pp | 53.37%-39.2pp | 160.62%-146.4pp |
| Employer contribution / active EE | $1,533 | $4,615-66.8% | $6,785-77.4% | $2,670-42.6% |
| Participant deferral / active EE | $3,151 | $6,837-53.9% | $10,408-69.7% | $4,125-23.6% |
| Admin fee / account holder | $6,086 | $8,173-25.5% | $12,815-52.5% | $5,651+7.7% |