Filed January 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 | $81,932 | $148,978-45.0% | $200,582-59.2% | $84,808-3.4% |
| Participation rate | 95.7% | 84.2%+11.4pp | 86.9%+8.8pp | 68.3%+27.3pp |
| Annual return | 18.04% | 28.16%-10.1pp | 42.33%-24.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $5,313 | $4,815+10.3% | $6,419-17.2% | $2,631+101.9% |
| Participant deferral / active EE | $4,667 | $7,142-34.7% | $9,331-50.0% | $4,212+10.8% |
| Admin fee / account holder | $9,184 | $13,977-34.3% | $16,305-43.7% | $7,344+25.1% |