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 | $81,754 | $110,094-25.7% | $151,611-46.1% | $68,494+19.4% |
| Participation rate | 81.5% | 84.0%-2.5pp | 87.5%-6.0pp | 67.9%+13.6pp |
| Annual return | -16.95% | -10.12%-6.8pp | 3.33%-20.3pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,366 | $4,471-24.7% | $6,166-45.4% | $2,596+29.6% |
| Participant deferral / active EE | $5,189 | $6,527-20.5% | $8,363-38.0% | $4,027+28.8% |
| Admin fee / account holder | $2,437 | $7,719-68.4% | $11,616-79.0% | $5,403-54.9% |