Filed January 4, 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 | $177,663 | $129,217+37.5% | $93,406+90.2% | $158,922+11.8% |
| Participation rate | 70.0% | 71.0%-1.0pp | 66.8%+3.2pp | 82.0%-12.0pp |
| Annual return | 22.23% | 118.21%-96.0pp | 78.05%-55.8pp | 302.83%-280.6pp |
| Employer contribution / active EE | $5,834 | $2,711+115.2% | $2,075+181.1% | $4,761+22.5% |
| Participant deferral / active EE | $8,105 | $3,909+107.3% | $3,126+159.3% | $5,982+35.5% |
| Admin fee / account holder | $6,851 | $7,383-7.2% | $5,230+31.0% | $11,246-39.1% |