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 | $113,852 | $54,762+107.9% | $90,281+26.1% | $72,985+56.0% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 20.21% | 30.63%-10.4pp | 78.10%-57.9pp | 81.00%-60.8pp |
| Employer contribution / active EE | $4,577 | $2,092+118.7% | $2,854+60.3% | $2,440+87.6% |
| Participant deferral / active EE | $9,107 | $2,887+215.4% | $3,885+134.4% | $3,607+152.4% |
| Admin fee / account holder | $22,808 | $3,972+474.2% | $5,351+326.2% | $5,124+345.1% |