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 | $194,546 | $92,703+109.9% | $82,719+135.2% | $134,475+44.7% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.6%-2.6pp | 81.2%-11.2pp |
| Annual return | -17.24% | 944.92%-962.2pp | 701.18%-718.4pp | 417.96%-435.2pp |
| Employer contribution / active EE | $12,987 | $3,274+296.7% | $3,009+331.6% | $4,740+174.0% |
| Participant deferral / active EE | $10,100 | $4,802+110.3% | $4,395+129.8% | $6,400+57.8% |
| Admin fee / account holder | $3,142 | $5,983-47.5% | $5,329-41.0% | $11,426-72.5% |