Filed December 20, 2017 (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 | $75,864 | $53,127+42.8% | $86,590-12.4% | $70,131+8.2% |
| Participation rate | 92.7% | 65.3%+27.4pp | 73.5%+19.1pp | 69.5%+23.1pp |
| Annual return | 14.15% | 27.66%-13.5pp | 964.84%-950.7pp | 73.14%-59.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,754 | $2,696+2.2% | $3,609-23.7% | $3,332-17.3% |
| Admin fee / account holder | $7,740 | $3,585+115.9% | $4,906+57.8% | $4,645+66.6% |