Filed October 23, 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 | $148,266 | $76,552+93.7% | $123,892+19.7% | $62,891+135.8% |
| Participation rate | 96.8% | 73.0%+23.8pp | 81.4%+15.4pp | 69.3%+27.5pp |
| Annual return | 9.27% | 18.68%-9.4pp | 47.52%-38.3pp | 20.14%-10.9pp |
| Employer contribution / active EE | $6,266 | $2,883+117.4% | $4,617+35.7% | $2,281+174.7% |
| Participant deferral / active EE | $8,573 | $4,840+77.1% | $5,984+43.3% | $3,203+167.7% |
| Admin fee / account holder | $2,055 | $4,826-57.4% | $8,357-75.4% | $4,296-52.2% |