Filed August 29, 2018 (most recent of 6 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 | $150,415 | $127,065+18.4% | $113,168+32.9% | $142,382+5.6% |
| Participation rate | 81.0% | 79.2%+1.7pp | 76.6%+4.4pp | 80.1%+0.8pp |
| Annual return | 12.99% | 24.03%-11.0pp | 24.27%-11.3pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,063 | $3,442-69.1% | $2,975-64.3% | $4,299-75.3% |
| Participant deferral / active EE | $3,519 | $5,716-38.4% | $5,107-31.1% | $6,507-45.9% |
| Admin fee / account holder | $1,958 | $15,736-87.6% | $12,068-83.8% | $12,624-84.5% |