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 | $226,741 | $109,817+106.5% | $98,442+130.3% | $167,490+35.4% |
| Participation rate | 77.8% | 75.8%+2.0pp | 73.3%+4.4pp | 82.1%-4.3pp |
| Annual return | 15.13% | 1956.69%-1941.6pp | 1492.73%-1477.6pp | 478.56%-463.4pp |
| Employer contribution / active EE | $15,441 | $3,224+379.0% | $2,960+421.7% | $4,837+219.2% |
| Participant deferral / active EE | $11,221 | $4,673+140.1% | $4,276+162.4% | $6,341+76.9% |
| Admin fee / account holder | $32,110 | $6,753+375.5% | $5,949+439.7% | $12,309+160.9% |