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 | $178,386 | $115,708+54.2% | $65,255+173.4% | $139,434+27.9% |
| Participation rate | 81.8% | 67.8%+14.0pp | 65.0%+16.9pp | 80.3%+1.5pp |
| Annual return | 25.40% | 31.19%-5.8pp | 47.35%-22.0pp | 372.94%-347.5pp |
| Employer contribution / active EE | $5,493 | $2,599+111.3% | $1,691+224.8% | $4,751+15.6% |
| Participant deferral / active EE | $11,073 | $4,240+161.2% | $2,831+291.2% | $6,710+65.0% |
| Admin fee / account holder | $23,003 | $6,698+243.4% | $4,112+459.4% | $11,403+101.7% |