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 | $168,890 | $57,281+194.8% | $86,612+95.0% | $75,163+124.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 21.63% | 2670.75%-2649.1pp | 591.07%-569.4pp | 160.62%-139.0pp |
| Employer contribution / active EE | $6,240 | $2,314+169.6% | $3,022+106.4% | $2,670+133.7% |
| Participant deferral / active EE | $12,862 | $3,318+287.7% | $4,438+189.8% | $4,125+211.8% |
| Admin fee / account holder | $7,084 | $4,112+72.3% | $5,614+26.2% | $5,651+25.4% |