Filed December 7, 2017 (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 | $173,832 | $102,966+68.8% | $90,281+92.5% | $152,861+13.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.01% | 95.16%-72.1pp | 78.10%-55.1pp | 345.32%-322.3pp |
| Employer contribution / active EE | $11,443 | $3,139+264.6% | $2,854+300.9% | $4,762+140.3% |
| Participant deferral / active EE | $10,816 | $4,281+152.6% | $3,885+178.4% | $5,850+84.9% |
| Admin fee / account holder | $1,330 | $6,171-78.4% | $5,351-75.1% | $11,596-88.5% |