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 | $184,653 | $65,409+182.3% | $98,442+87.6% | $85,850+115.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 18.71% | 21.76%-3.0pp | 1492.73%-1474.0pp | 318.53%-299.8pp |
| Employer contribution / active EE | $5,626 | $2,168+159.5% | $2,960+90.1% | $2,565+119.3% |
| Participant deferral / active EE | $11,460 | $3,166+261.9% | $4,276+168.0% | $3,952+190.0% |
| Admin fee / account holder | $6,753 | $4,593+47.0% | $5,949+13.5% | $6,260+7.9% |