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 | $52,709 | $87,841-40.0% | $133,980-60.7% | $62,891-16.2% |
| Participation rate | 97.1% | 83.4%+13.8pp | 87.1%+10.1pp | 69.3%+27.8pp |
| Annual return | 6.23% | 12.05%-5.8pp | 29.30%-23.1pp | 20.14%-13.9pp |
| Employer contribution / active EE | $3,465 | $3,483-0.5% | $5,211-33.5% | $2,281+51.9% |
| Participant deferral / active EE | $3,419 | $4,812-29.0% | $6,282-45.6% | $3,203+6.7% |
| Admin fee / account holder | $2,222 | $5,371-58.6% | $9,324-76.2% | $4,296-48.3% |