Filed September 18, 2018 (most recent of 3 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 | $150,209 | $183,963-18.3% | $162,163-7.4% | $152,861-1.7% |
| Participation rate | 95.5% | 88.5%+6.9pp | 87.6%+7.9pp | 82.4%+13.0pp |
| Annual return | 21.44% | 150.76%-129.3pp | 115.59%-94.1pp | 345.32%-323.9pp |
| Employer contribution / active EE | $1,567 | $6,371-75.4% | $5,614-72.1% | $4,762-67.1% |
| Participant deferral / active EE | $6,375 | $8,034-20.6% | $7,298-12.6% | $5,850+9.0% |
| Admin fee / account holder | $14,508 | $13,121+10.6% | $10,843+33.8% | $11,596+25.1% |