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 | $65,819 | $109,359-39.8% | $162,163-59.4% | $72,985-9.8% |
| Participation rate | 88.9% | 84.3%+4.6pp | 87.6%+1.3pp | 69.5%+19.4pp |
| Annual return | 22.58% | 25.46%-2.9pp | 115.59%-93.0pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,880 | $3,907-51.9% | $5,614-66.5% | $2,440-22.9% |
| Participant deferral / active EE | $4,263 | $5,481-22.2% | $7,298-41.6% | $3,607+18.2% |
| Admin fee / account holder | $1,200 | $7,972-84.9% | $10,843-88.9% | $5,124-76.6% |