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 | $233,320 | $137,414+69.8% | $189,513+23.1% | $85,850+171.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 28.03% | 38.14%-10.1pp | 555.15%-527.1pp | 318.53%-290.5pp |
| Employer contribution / active EE | $8,394 | $4,344+93.2% | $6,162+36.2% | $2,565+227.2% |
| Participant deferral / active EE | $6,509 | $6,260+4.0% | $8,221-20.8% | $3,952+64.7% |
| Admin fee / account holder | $6,643 | $8,630-23.0% | $12,045-44.8% | $6,260+6.1% |