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 | $43,782 | $27,641+58.4% | $61,373-28.7% | $68,494-36.1% |
| Participation rate | 97.0% | 39.5%+57.5pp | 52.6%+44.4pp | 67.9%+29.1pp |
| Annual return | -8.32% | -13.24%+4.9pp | 338.61%-346.9pp | -7.84%-0.5pp |
| Employer contribution / active EE | $1,406 | $695+102.2% | $1,159+21.3% | $2,596-45.8% |
| Participant deferral / active EE | $3,730 | $1,263+195.2% | $2,125+75.5% | $4,027-7.4% |
| Admin fee / account holder | $3,725 | $2,010+85.3% | $2,130+74.9% | $5,403-31.1% |