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 | $186,814 | $65,409+185.6% | $98,442+89.8% | $85,850+117.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 13.62% | 21.76%-8.1pp | 1492.73%-1479.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $9,705 | $2,168+347.7% | $2,960+227.9% | $2,565+278.3% |
| Participant deferral / active EE | $11,574 | $3,166+265.5% | $4,276+170.7% | $3,952+192.9% |
| Admin fee / account holder | $18,815 | $4,593+309.7% | $5,949+216.3% | $6,260+200.6% |