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 | $47,881 | $80,724-40.7% | $103,333-53.7% | $74,495-35.7% |
| Participation rate | 79.3% | 65.7%+13.6pp | 74.5%+4.8pp | 67.2%+12.1pp |
| Annual return | 14.30% | 27.56%-13.3pp | 24.88%-10.6pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $2,732 | $3,157-13.5% | $3,868-29.4% | $2,623+4.1% |
| Participant deferral / active EE | $4,008 | $3,860+3.8% | $5,057-20.8% | $4,346-7.8% |
| Admin fee / account holder | $1,348 | $2,368-43.1% | $8,355-83.9% | $1,942-30.6% |