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 | $62,661 | $109,359-42.7% | $162,163-61.4% | $72,985-14.1% |
| Participation rate | 88.5% | 84.3%+4.2pp | 87.6%+0.9pp | 69.5%+19.0pp |
| Annual return | 22.85% | 25.46%-2.6pp | 115.59%-92.7pp | 81.00%-58.2pp |
| Employer contribution / active EE | $3,365 | $3,907-13.9% | $5,614-40.1% | $2,440+37.9% |
| Participant deferral / active EE | $3,713 | $5,481-32.3% | $7,298-49.1% | $3,607+2.9% |
| Admin fee / account holder | $928 | $7,972-88.4% | $10,843-91.4% | $5,124-81.9% |