Filed December 5, 2018 (most recent of 3 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 | $57,410 | $171,865-66.6% | $149,718-61.7% | $147,584-61.1% |
| Participation rate | 86.4% | 88.2%-1.8pp | 87.1%-0.7pp | 82.8%+3.5pp |
| Annual return | 12.25% | 2113.22%-2101.0pp | 1501.63%-1489.4pp | 578.55%-566.3pp |
| Employer contribution / active EE | $1,477 | $6,275-76.5% | $5,445-72.9% | $4,876-69.7% |
| Participant deferral / active EE | $3,742 | $7,271-48.5% | $6,569-43.0% | $5,439-31.2% |
| Admin fee / account holder | $2,082 | $13,799-84.9% | $11,283-81.5% | $10,885-80.9% |