Filed November 14, 2018 (most recent of 2 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 | $28,218 | $72,404-61.0% | $110,238-74.4% | $64,186-56.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -2.52% | -6.29%+3.8pp | 314.74%-317.3pp | 7.63%-10.2pp |
| Employer contribution / active EE | $2,101 | $2,282-7.9% | $3,826-45.1% | $2,381-11.7% |
| Participant deferral / active EE | $3,859 | $3,469+11.2% | $4,672-17.4% | $3,470+11.2% |
| Admin fee / account holder | $17,592 | $5,664+210.6% | $8,547+105.8% | $4,888+259.9% |