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 | $220,080 | $90,600+142.9% | $79,464+177.0% | $135,375+62.6% |
| Participation rate | 95.2% | 76.0%+19.2pp | 73.3%+21.9pp | 82.6%+12.6pp |
| Annual return | 2.21% | 977.43%-975.2pp | 718.14%-715.9pp | 519.73%-517.5pp |
| Employer contribution / active EE | $4,583 | $3,068+49.4% | $2,800+63.7% | $4,779-4.1% |
| Participant deferral / active EE | $10,362 | $4,050+155.8% | $3,704+179.8% | $5,609+84.8% |
| Admin fee / account holder | $5,191 | $5,907-12.1% | $5,113+1.5% | $10,827-52.1% |