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 | $74,021 | $110,257-32.9% | $96,544-23.3% | $139,434-46.9% |
| Participation rate | 92.3% | 78.1%+14.2pp | 76.0%+16.3pp | 80.3%+12.0pp |
| Annual return | 25.39% | 26.32%-0.9pp | 25.84%-0.4pp | 372.94%-347.5pp |
| Employer contribution / active EE | $5,185 | $3,620+43.3% | $2,965+74.9% | $4,751+9.1% |
| Participant deferral / active EE | $6,122 | $5,548+10.4% | $4,851+26.2% | $6,710-8.8% |
| Admin fee / account holder | $4,532 | $11,591-60.9% | $8,252-45.1% | $11,403-60.3% |