Filed April 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 | $69,651 | $94,529-26.3% | $140,016-50.3% | $64,186+8.5% |
| Participation rate | 84.4% | 84.1%+0.3pp | 87.5%-3.1pp | 69.6%+14.8pp |
| Annual return | -6.30% | 7.77%-14.1pp | 651.12%-657.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $2,349 | $3,812-38.4% | $5,606-58.1% | $2,381-1.3% |
| Participant deferral / active EE | $4,457 | $5,250-15.1% | $6,927-35.7% | $3,470+28.5% |
| Admin fee / account holder | $1,026 | $6,741-84.8% | $10,705-90.4% | $4,888-79.0% |