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 | $146,267-23.1% | $197,124-42.9% | $82,448+36.5% |
| Participation rate | 93.2% | 84.0%+9.1pp | 86.7%+6.4pp | 68.1%+25.1pp |
| Annual return | 16.15% | 29.61%-13.5pp | 44.34%-28.2pp | 41.64%-25.5pp |
| Employer contribution / active EE | $4,051 | $4,723-14.2% | $6,227-35.0% | $2,551+58.8% |
| Participant deferral / active EE | $6,470 | $7,035-8.0% | $9,135-29.2% | $4,139+56.3% |
| Admin fee / account holder | $8,295 | $14,422-42.5% | $16,298-49.1% | $7,234+14.7% |