Filed November 29, 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 | $127,692 | $53,127+140.4% | $86,590+47.5% | $70,131+82.1% |
| Participation rate | 94.4% | 65.3%+29.1pp | 73.5%+20.9pp | 69.5%+24.9pp |
| Annual return | 14.43% | 27.66%-13.2pp | 964.84%-950.4pp | 73.14%-58.7pp |
| Employer contribution / active EE | $4,368 | $2,068+111.2% | $2,839+53.8% | $2,342+86.5% |
| Participant deferral / active EE | $8,950 | $2,696+232.0% | $3,609+148.0% | $3,332+168.6% |
| Admin fee / account holder | $11,252 | $3,585+213.8% | $4,906+129.4% | $4,645+142.2% |