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 | $230,901 | $185,822+24.3% | $169,993+35.8% | $139,434+65.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.11% | 60.50%-42.4pp | 53.37%-35.3pp | 372.94%-354.8pp |
| Employer contribution / active EE | $2,681 | $7,590-64.7% | $6,785-60.5% | $4,751-43.6% |
| Participant deferral / active EE | $11,422 | $11,622-1.7% | $10,408+9.8% | $6,710+70.2% |
| Admin fee / account holder | $1,947 | $15,381-87.3% | $12,815-84.8% | $11,403-82.9% |