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 | $199,369 | $100,754+97.9% | $86,677+130.0% | $134,475+48.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.93% | 29.04%-46.0pp | 35.91%-52.8pp | 417.96%-434.9pp |
| Employer contribution / active EE | $3,274 | $3,489-6.2% | $2,836+15.4% | $4,740-30.9% |
| Participant deferral / active EE | $13,875 | $5,338+159.9% | $4,656+198.0% | $6,400+116.8% |
| Admin fee / account holder | $25,861 | $10,926+136.7% | $7,493+245.1% | $11,426+126.3% |