Filed January 4, 2018 (most recent of 3 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 | $217,206 | $94,529+129.8% | $140,016+55.1% | $64,186+238.4% |
| Participation rate | 80.0% | 84.1%-4.1pp | 87.5%-7.5pp | 69.6%+10.4pp |
| Annual return | 4.42% | 7.77%-3.4pp | 651.12%-646.7pp | 7.63%-3.2pp |
| Employer contribution / active EE | $8,750 | $3,812+129.5% | $5,606+56.1% | $2,381+267.5% |
| Participant deferral / active EE | $6,493 | $5,250+23.7% | $6,927-6.3% | $3,470+87.2% |
| Admin fee / account holder | $35,159 | $6,741+421.6% | $10,705+228.4% | $4,888+619.3% |