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 | $92,582 | $137,414-32.6% | $189,513-51.1% | $85,850+7.8% |
| Participation rate | 89.3% | 84.6%+4.7pp | 87.8%+1.5pp | 69.3%+20.0pp |
| Annual return | 13.80% | 38.14%-24.3pp | 555.15%-541.3pp | 318.53%-304.7pp |
| Employer contribution / active EE | $4,667 | $4,344+7.4% | $6,162-24.3% | $2,565+82.0% |
| Participant deferral / active EE | $4,985 | $6,260-20.4% | $8,221-39.4% | $3,952+26.1% |
| Admin fee / account holder | $385 | $8,630-95.5% | $12,045-96.8% | $6,260-93.9% |