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 | $67,599 | $110,094-38.6% | $151,611-55.4% | $68,494-1.3% |
| Participation rate | 90.9% | 84.0%+6.9pp | 87.5%+3.4pp | 67.9%+23.0pp |
| Annual return | -11.03% | -10.12%-0.9pp | 3.33%-14.4pp | -7.84%-3.2pp |
| Employer contribution / active EE | $2,986 | $4,471-33.2% | $6,166-51.6% | $2,596+15.0% |
| Participant deferral / active EE | $5,978 | $6,527-8.4% | $8,363-28.5% | $4,027+48.4% |
| Admin fee / account holder | $7,723 | $7,719+0.1% | $11,616-33.5% | $5,403+42.9% |