Filed July 19, 2018 (most recent of 3 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 | $35,650 | $32,117+11.0% | $71,086-49.8% | $64,186-44.5% |
| Participation rate | 81.3% | 42.7%+38.6pp | 54.7%+26.7pp | 69.6%+11.8pp |
| Annual return | 10.09% | -5.57%+15.7pp | 650.59%-640.5pp | 7.63%+2.5pp |
| Employer contribution / active EE | $1,015 | $712+42.5% | $1,088-6.7% | $2,381-57.4% |
| Participant deferral / active EE | $1,434 | $1,263+13.6% | $1,874-23.5% | $3,470-58.7% |
| Admin fee / account holder | $987 | $2,759-64.2% | $3,082-68.0% | $4,888-79.8% |