Filed August 22, 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 | $43,471 | $94,529-54.0% | $140,016-69.0% | $64,186-32.3% |
| Participation rate | 72.7% | 84.1%-11.4pp | 87.5%-14.8pp | 69.6%+3.2pp |
| Annual return | -6.56% | 7.77%-14.3pp | 651.12%-657.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,468 | $5,250-53.0% | $6,927-64.4% | $3,470-28.9% |
| Admin fee / account holder | $886 | $6,741-86.9% | $10,705-91.7% | $4,888-81.9% |