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 | $198,513 | $100,852+96.8% | $90,404+119.6% | $158,922+24.9% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 11.81% | 1724.20%-1712.4pp | 1293.02%-1281.2pp | 302.83%-291.0pp |
| Employer contribution / active EE | $15,826 | $3,689+329.1% | $3,262+385.2% | $4,761+232.4% |
| Participant deferral / active EE | $12,028 | $4,348+176.6% | $3,963+203.5% | $5,982+101.1% |
| Admin fee / account holder | $36,977 | $6,501+468.8% | $5,611+559.0% | $11,246+228.8% |