Filed August 27, 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 | $40,711 | $76,670-46.9% | $96,683-57.9% | $71,457-43.0% |
| Participation rate | 95.2% | 66.6%+28.6pp | 74.3%+20.8pp | 67.9%+27.3pp |
| Annual return | 18.15% | 48.29%-30.1pp | 35.69%-17.5pp | 28.85%-10.7pp |
| Employer contribution / active EE | $3,119 | $3,031+2.9% | $3,737-16.5% | $2,588+20.5% |
| Participant deferral / active EE | $4,470 | $3,771+18.5% | $4,878-8.4% | $4,289+4.2% |
| Admin fee / account holder | $3,205 | $2,028+58.0% | $6,730-52.4% | $1,587+101.9% |