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 | $62,557 | $148,978-58.0% | $200,582-68.8% | $84,808-26.2% |
| Participation rate | 94.3% | 84.2%+10.1pp | 86.9%+7.4pp | 68.3%+26.0pp |
| Annual return | 13.39% | 28.16%-14.8pp | 42.33%-28.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,792 | $4,815-62.8% | $6,419-72.1% | $2,631-31.9% |
| Participant deferral / active EE | $3,325 | $7,142-53.4% | $9,331-64.4% | $4,212-21.0% |
| Admin fee / account holder | $3,006 | $13,977-78.5% | $16,305-81.6% | $7,344-59.1% |