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 | $140,713 | $54,350+158.9% | $82,719+70.1% | $68,494+105.4% |
| Participation rate | 96.8% | 63.9%+32.9pp | 72.6%+24.2pp | 67.9%+28.9pp |
| Annual return | -18.02% | -13.67%-4.3pp | 701.18%-719.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $5,350 | $2,218+141.2% | $3,009+77.8% | $2,596+106.1% |
| Participant deferral / active EE | $11,766 | $3,246+262.5% | $4,395+167.7% | $4,027+192.2% |
| Admin fee / account holder | $25,529 | $4,395+480.8% | $5,329+379.1% | $5,403+372.5% |