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 | $81,778 | $123,793-33.9% | $177,821-54.0% | $79,858+2.4% |
| Participation rate | 81.5% | 84.7%-3.2pp | 87.7%-6.2pp | 69.6%+11.8pp |
| Annual return | 16.78% | 22.82%-6.0pp | 48.32%-31.5pp | 31.71%-14.9pp |
| Employer contribution / active EE | $3,811 | $4,095-7.0% | $5,918-35.6% | $2,471+54.2% |
| Participant deferral / active EE | $4,376 | $5,956-26.5% | $7,714-43.3% | $3,740+17.0% |
| Admin fee / account holder | $4,144 | $7,243-42.8% | $12,427-66.7% | $5,306-21.9% |