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 | $138,340 | $100,852+37.2% | $90,404+53.0% | $158,922-13.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.50% | 1724.20%-1702.7pp | 1293.02%-1271.5pp | 302.83%-281.3pp |
| Employer contribution / active EE | $9,350 | $3,689+153.5% | $3,262+186.6% | $4,761+96.4% |
| Participant deferral / active EE | $15,605 | $4,348+258.9% | $3,963+293.7% | $5,982+160.9% |
| Admin fee / account holder | $46,610 | $6,501+617.0% | $5,611+730.7% | $11,246+314.5% |