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 | $93,896 | $98,982-5.1% | $162,163-42.1% | $65,185+44.0% |
| Participation rate | 77.2% | 85.8%-8.6pp | 87.6%-10.3pp | 70.2%+7.0pp |
| Annual return | 24.72% | 24.84%-0.1pp | 115.59%-90.9pp | 29.38%-4.7pp |
| Employer contribution / active EE | $2,307 | $3,467-33.5% | $5,614-58.9% | $2,177+6.0% |
| Participant deferral / active EE | $4,427 | $5,384-17.8% | $7,298-39.3% | $3,514+26.0% |
| Admin fee / account holder | $2,887 | $596+384.1% | $10,843-73.4% | $847+240.8% |