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 | $166,136 | $60,124+176.3% | $90,404+83.8% | $79,858+108.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 15.42% | 71.94%-56.5pp | 1293.02%-1277.6pp | 31.71%-16.3pp |
| Employer contribution / active EE | $9,154 | $2,068+342.7% | $3,262+180.6% | $2,471+270.5% |
| Participant deferral / active EE | $10,501 | $2,938+257.4% | $3,963+165.0% | $3,740+180.8% |
| Admin fee / account holder | $13,637 | $3,976+242.9% | $5,611+143.0% | $5,306+157.0% |