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 | $69,326 | $49,177+41.0% | $79,464-12.8% | $64,186+8.0% |
| Participation rate | 82.1% | 65.0%+17.0pp | 73.3%+8.7pp | 69.6%+12.5pp |
| Annual return | -6.95% | -1.16%-5.8pp | 718.14%-725.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,049 | $2,821+8.1% | $3,704-17.7% | $3,470-12.1% |
| Admin fee / account holder | $9,712 | $3,839+153.0% | $5,113+89.9% | $4,888+98.7% |