Filed April 4, 2018 (most recent of 4 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 | $151,728 | $117,983+28.6% | $101,794+49.1% | $142,382+6.6% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 19.06% | 36.92%-17.9pp | 30.53%-11.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $5,589 | $2,773+101.6% | $2,289+144.2% | $4,299+30.0% |
| Participant deferral / active EE | $12,619 | $4,714+167.7% | $4,084+209.0% | $6,507+93.9% |
| Admin fee / account holder | $25,045 | $10,433+140.0% | $8,777+185.3% | $12,624+98.4% |