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 | $148,561 | $60,124+147.1% | $90,404+64.3% | $79,858+86.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 13.59% | 71.94%-58.3pp | 1293.02%-1279.4pp | 31.71%-18.1pp |
| Employer contribution / active EE | $5,921 | $2,068+186.4% | $3,262+81.5% | $2,471+139.7% |
| Participant deferral / active EE | $11,391 | $2,938+287.7% | $3,963+187.4% | $3,740+204.6% |
| Admin fee / account holder | $13,896 | $3,976+249.5% | $5,611+147.7% | $5,306+161.9% |