Filed November 20, 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 | $43,222 | $76,552-43.5% | $123,892-65.1% | $62,891-31.3% |
| Participation rate | 85.4% | 73.0%+12.4pp | 81.4%+4.0pp | 69.3%+16.1pp |
| Annual return | 9.78% | 18.68%-8.9pp | 47.52%-37.7pp | 20.14%-10.4pp |
| Employer contribution / active EE | $3,505 | $2,883+21.6% | $4,617-24.1% | $2,281+53.7% |
| Participant deferral / active EE | $6,080 | $4,840+25.6% | $5,984+1.6% | $3,203+89.8% |
| Admin fee / account holder | $4,717 | $4,826-2.3% | $8,357-43.6% | $4,296+9.8% |