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 | $52,556 | $138,347-62.0% | $184,203-71.5% | $80,856-35.0% |
| Participation rate | 89.7% | 83.9%+5.9pp | 86.8%+2.9pp | 67.6%+22.1pp |
| Annual return | 11.20% | 20.02%-8.8pp | 28.81%-17.6pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,708 | $4,850-64.8% | $6,427-73.4% | $2,755-38.0% |
| Participant deferral / active EE | $3,289 | $7,071-53.5% | $9,131-64.0% | $4,296-23.4% |
| Admin fee / account holder | $11,385 | $10,483+8.6% | $13,901-18.1% | $6,918+64.6% |