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 | $96,048 | $112,096-14.3% | $95,952+0.1% | $158,922-39.6% |
| Participation rate | 91.7% | 79.0%+12.7pp | 77.1%+14.6pp | 82.0%+9.7pp |
| Annual return | 14.91% | 171.09%-156.2pp | 91.61%-76.7pp | 302.83%-287.9pp |
| Employer contribution / active EE | $5,068 | $3,198+58.5% | $2,541+99.5% | $4,761+6.4% |
| Participant deferral / active EE | $6,612 | $4,784+38.2% | $4,167+58.7% | $5,982+10.5% |
| Admin fee / account holder | $15,775 | $10,130+55.7% | $6,795+132.1% | $11,246+40.3% |