Filed January 31, 2017 (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 | $147,160 | $62,586+135.1% | $76,768+91.7% | $64,186+129.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -4.63% | -1.95%-2.7pp | 2.43%-7.1pp | 7.63%-12.3pp |
| Employer contribution / active EE | $9,056 | $1,832+394.4% | $2,485+264.4% | $2,381+280.4% |
| Participant deferral / active EE | $10,883 | $3,145+246.1% | $3,852+182.6% | $3,470+213.7% |
| Admin fee / account holder | $12,482 | $4,667+167.5% | $6,675+87.0% | $4,888+155.4% |