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 | $188,264 | $167,484+12.4% | $151,611+24.2% | $134,475+40.0% |
| Participation rate | 94.7% | 88.4%+6.4pp | 87.5%+7.2pp | 81.2%+13.5pp |
| Annual return | -20.27% | 7.80%-28.1pp | 3.33%-23.6pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,154 | $6,829-68.5% | $6,166-65.1% | $4,740-54.6% |
| Participant deferral / active EE | $8,982 | $8,9860% | $8,363+7.4% | $6,400+40.4% |
| Admin fee / account holder | $1,908 | $13,783-86.2% | $11,616-83.6% | $11,426-83.3% |