Filed October 1, 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 | $81,164 | $39,122+107.5% | $57,179+41.9% | $62,891+29.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.66% | 9.23%-3.6pp | 14.59%-8.9pp | 20.14%-14.5pp |
| Employer contribution / active EE | $4,513 | $1,874+140.8% | $2,682+68.3% | $2,281+97.9% |
| Participant deferral / active EE | $4,723 | $2,374+99.0% | $3,096+52.6% | $3,203+47.5% |
| Admin fee / account holder | $3,421 | $2,592+32.0% | $3,139+9.0% | $4,296-20.4% |