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 | $64,801 | $123,793-47.7% | $177,821-63.6% | $79,858-18.9% |
| Participation rate | 70.9% | 84.7%-13.7pp | 87.7%-16.8pp | 69.6%+1.3pp |
| Annual return | 21.16% | 22.82%-1.7pp | 48.32%-27.2pp | 31.71%-10.6pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,914 | $5,956-51.1% | $7,714-62.2% | $3,740-22.1% |
| Admin fee / account holder | $3,783 | $7,243-47.8% | $12,427-69.6% | $5,306-28.7% |