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 | $205,065 | $110,094+86.3% | $151,611+35.3% | $68,494+199.4% |
| Participation rate | 98.1% | 84.0%+14.2pp | 87.5%+10.7pp | 67.9%+30.3pp |
| Annual return | -13.07% | -10.12%-3.0pp | 3.33%-16.4pp | -7.84%-5.2pp |
| Employer contribution / active EE | $10,129 | $4,471+126.6% | $6,166+64.3% | $2,596+290.1% |
| Participant deferral / active EE | $8,015 | $6,527+22.8% | $8,363-4.2% | $4,027+99.0% |
| Admin fee / account holder | $6,987 | $7,719-9.5% | $11,616-39.8% | $5,403+29.3% |