Filed May 14, 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 | $112,526 | $148,978-24.5% | $200,582-43.9% | $84,808+32.7% |
| Participation rate | 93.2% | 84.2%+8.9pp | 86.9%+6.3pp | 68.3%+24.8pp |
| Annual return | 16.15% | 28.16%-12.0pp | 42.33%-26.2pp | 40.90%-24.7pp |
| Employer contribution / active EE | $4,051 | $4,815-15.9% | $6,419-36.9% | $2,631+54.0% |
| Participant deferral / active EE | $6,470 | $7,142-9.4% | $9,331-30.7% | $4,212+53.6% |
| Admin fee / account holder | $8,295 | $13,977-40.7% | $16,305-49.1% | $7,344+12.9% |