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 | $155,488 | $54,350+186.1% | $82,719+88.0% | $68,494+127.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.74% | -13.67%-2.1pp | 701.18%-716.9pp | -7.84%-7.9pp |
| Employer contribution / active EE | $4,027 | $2,218+81.6% | $3,009+33.8% | $2,596+55.1% |
| Participant deferral / active EE | $10,680 | $3,246+229.0% | $4,395+143.0% | $4,027+165.2% |
| Admin fee / account holder | $11,449 | $4,395+160.5% | $5,329+114.8% | $5,403+111.9% |