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 | $49,211 | $85,766-42.6% | $136,294-63.9% | $70,131-29.8% |
| Participation rate | 87.8% | 74.2%+13.6pp | 81.9%+5.8pp | 69.5%+18.2pp |
| Annual return | 20.56% | 31.45%-10.9pp | 5155.94%-5135.4pp | 73.14%-52.6pp |
| Employer contribution / active EE | $3,673 | $2,966+23.8% | $4,695-21.8% | $2,342+56.8% |
| Participant deferral / active EE | $5,757 | $5,051+14.0% | $6,247-7.8% | $3,332+72.8% |
| Admin fee / account holder | $6,793 | $5,420+25.3% | $9,243-26.5% | $4,645+46.2% |