Filed April 4, 2018 (most recent of 2 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 | $39,826 | $106,515-62.6% | $96,683-58.8% | $139,434-71.4% |
| Participation rate | 73.7% | 77.8%-4.2pp | 74.3%-0.7pp | 80.3%-6.6pp |
| Annual return | 19.60% | 38.43%-18.8pp | 35.69%-16.1pp | 372.94%-353.3pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,737-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,999 | $5,454-45.0% | $4,878-38.5% | $6,710-55.3% |
| Admin fee / account holder | $2,405 | $7,877-69.5% | $6,730-64.3% | $11,403-78.9% |