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 | $96,505 | $137,414-29.8% | $189,513-49.1% | $85,850+12.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 17.49% | 38.14%-20.7pp | 555.15%-537.7pp | 318.53%-301.0pp |
| Employer contribution / active EE | $2,567 | $4,344-40.9% | $6,162-58.3% | $2,565+0.1% |
| Participant deferral / active EE | $5,650 | $6,260-9.7% | $8,221-31.3% | $3,952+43.0% |
| Admin fee / account holder | $686 | $8,630-92.1% | $12,045-94.3% | $6,260-89.0% |