Filed March 28, 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 | $138,541 | $54,762+153.0% | $90,281+53.5% | $72,985+89.8% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 22.42% | 30.63%-8.2pp | 78.10%-55.7pp | 81.00%-58.6pp |
| Employer contribution / active EE | $8,729 | $2,092+317.2% | $2,854+205.8% | $2,440+257.8% |
| Participant deferral / active EE | $10,977 | $2,887+280.2% | $3,885+182.5% | $3,607+204.3% |
| Admin fee / account holder | $7,063 | $3,972+77.8% | $5,351+32.0% | $5,124+37.8% |