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 | $175,568 | $72,492+142.2% | $87,100+101.6% | $72,985+140.6% |
| Participation rate | 97.7% | 72.8%+24.9pp | 76.9%+20.8pp | 69.5%+28.2pp |
| Annual return | 23.05% | 24.46%-1.4pp | 28.19%-5.1pp | 81.00%-58.0pp |
| Employer contribution / active EE | $11,104 | $1,894+486.3% | $2,521+340.4% | $2,440+355.1% |
| Participant deferral / active EE | $14,175 | $3,270+333.6% | $4,049+250.1% | $3,607+293.0% |
| Admin fee / account holder | $52,301 | $5,055+934.7% | $7,497+597.7% | $5,124+920.6% |