Filed November 29, 2018 (most recent of 2 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 | $114,172 | $99,020+15.3% | $86,590+31.9% | $147,584-22.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 23.41% | 1312.34%-1288.9pp | 964.84%-941.4pp | 578.55%-555.1pp |
| Employer contribution / active EE | $5,513 | $3,132+76.0% | $2,839+94.2% | $4,876+13.1% |
| Participant deferral / active EE | $8,352 | $3,972+110.3% | $3,609+131.4% | $5,439+53.6% |
| Admin fee / account holder | $6,678 | $5,710+17.0% | $4,906+36.1% | $10,885-38.6% |