Filed January 12, 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 | $86,874 | $117,859-26.3% | $102,438-15.2% | $145,959-40.5% |
| Participation rate | 70.6% | 78.6%-8.0pp | 76.5%-5.9pp | 80.3%-9.7pp |
| Annual return | 18.95% | 31.72%-12.8pp | 29.37%-10.4pp | 561.95%-543.0pp |
| Employer contribution / active EE | $4,193 | $3,615+16.0% | $3,024+38.7% | $4,661-10.0% |
| Participant deferral / active EE | $5,574 | $5,732-2.8% | $5,054+10.3% | $6,689-16.7% |
| Admin fee / account holder | $3,129 | $13,318-76.5% | $9,448-66.9% | $13,398-76.6% |