Filed May 25, 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 | $181,495 | $53,127+241.6% | $86,590+109.6% | $70,131+158.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.22% | 27.66%-13.4pp | 964.84%-950.6pp | 73.14%-58.9pp |
| Employer contribution / active EE | $4,423 | $2,068+113.8% | $2,839+55.8% | $2,342+88.8% |
| Participant deferral / active EE | $9,018 | $2,696+234.5% | $3,609+149.9% | $3,332+170.7% |
| Admin fee / account holder | $12,180 | $3,585+239.7% | $4,906+148.3% | $4,645+162.2% |