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 | $236,199 | $209,832+12.6% | $189,513+24.6% | $167,490+41.0% |
| Participation rate | 90.0% | 88.7%+1.3pp | 87.8%+2.2pp | 82.1%+7.9pp |
| Annual return | 13.36% | 748.27%-734.9pp | 555.15%-541.8pp | 478.56%-465.2pp |
| Employer contribution / active EE | $2,073 | $6,914-70.0% | $6,162-66.4% | $4,837-57.1% |
| Participant deferral / active EE | $8,358 | $8,935-6.5% | $8,221+1.7% | $6,341+31.8% |
| Admin fee / account holder | $6,437 | $14,293-55.0% | $12,045-46.6% | $12,309-47.7% |