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 | $98,212 | $90,600+8.4% | $79,464+23.6% | $135,375-27.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.11% | 977.43%-983.5pp | 718.14%-724.3pp | 519.73%-525.8pp |
| Employer contribution / active EE | $6,458 | $3,068+110.5% | $2,800+130.6% | $4,779+35.1% |
| Participant deferral / active EE | $9,019 | $4,050+122.7% | $3,704+143.5% | $5,609+60.8% |
| Admin fee / account holder | $6,064 | $5,907+2.7% | $5,113+18.6% | $10,827-44.0% |