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 | $53,356 | $160,055-66.7% | $140,016-61.9% | $135,375-60.6% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.5%+4.2pp | 82.6%+9.0pp |
| Annual return | -5.72% | 911.38%-917.1pp | 651.12%-656.8pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,036 | $6,420-68.3% | $5,606-63.7% | $4,779-57.4% |
| Participant deferral / active EE | $4,736 | $7,642-38.0% | $6,927-31.6% | $5,609-15.6% |
| Admin fee / account holder | $1,022 | $13,328-92.3% | $10,705-90.5% | $10,827-90.6% |