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 | $89,732 | $138,347-35.1% | $184,203-51.3% | $80,856+11.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 19.36% | 20.02%-0.7pp | 28.81%-9.4pp | 35.59%-16.2pp |
| Employer contribution / active EE | $3,293 | $4,850-32.1% | $6,427-48.8% | $2,755+19.5% |
| Participant deferral / active EE | $5,959 | $7,071-15.7% | $9,131-34.7% | $4,296+38.7% |
| Admin fee / account holder | $4,446 | $10,483-57.6% | $13,901-68.0% | $6,918-35.7% |