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 | $197,292 | $197,591-0.2% | $177,821+10.9% | $158,922+24.1% |
| Participation rate | 89.5% | 88.5%+0.9pp | 87.7%+1.8pp | 82.0%+7.5pp |
| Annual return | 17.03% | 58.76%-41.7pp | 48.32%-31.3pp | 302.83%-285.8pp |
| Employer contribution / active EE | $2,262 | $6,697-66.2% | $5,918-61.8% | $4,761-52.5% |
| Participant deferral / active EE | $8,712 | $8,405+3.6% | $7,714+12.9% | $5,982+45.6% |
| Admin fee / account holder | $1,668 | $15,399-89.2% | $12,427-86.6% | $11,246-85.2% |