Filed March 21, 2018 (most recent of 4 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 | $51,945 | $160,055-67.5% | $140,016-62.9% | $135,375-61.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.36% | 911.38%-916.7pp | 651.12%-656.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $3,479 | $6,420-45.8% | $5,606-37.9% | $4,779-27.2% |
| Participant deferral / active EE | $3,683 | $7,642-51.8% | $6,927-46.8% | $5,609-34.3% |
| Admin fee / account holder | $4,984 | $13,328-62.6% | $10,705-53.4% | $10,827-54.0% |