Filed October 6, 2017 (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 | $175,110 | $114,381+53.1% | $107,525+62.9% | $142,382+23.0% |
| Participation rate | 73.3% | 78.1%-4.8pp | 75.1%-1.7pp | 80.1%-6.8pp |
| Annual return | 13.45% | 242.71%-229.3pp | 181.32%-167.9pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,388 | $4,015-40.5% | $3,754-36.4% | $4,299-44.5% |
| Participant deferral / active EE | $4,168 | $5,564-25.1% | $5,116-18.5% | $6,507-35.9% |
| Admin fee / account holder | $2,388 | $9,860-75.8% | $8,919-73.2% | $12,624-81.1% |