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 | $93,322 | $43,327+115.4% | $59,878+55.9% | $64,186+45.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 10.51% | -1.55%+12.1pp | 3.46%+7.1pp | 7.63%+2.9pp |
| Employer contribution / active EE | $4,666 | $2,028+130.0% | $2,722+71.4% | $2,381+96.0% |
| Participant deferral / active EE | $5,094 | $2,546+100.1% | $3,402+49.7% | $3,470+46.8% |
| Admin fee / account holder | $3,108 | $3,005+3.4% | $3,590-13.4% | $4,888-36.4% |