Filed November 11, 2015 (most recent of 2 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 | $82,202 | $138,347-40.6% | $184,203-55.4% | $80,856+1.7% |
| Participation rate | 97.3% | 83.9%+13.4pp | 86.8%+10.5pp | 67.6%+29.7pp |
| Annual return | 11.79% | 20.02%-8.2pp | 28.81%-17.0pp | 35.59%-23.8pp |
| Employer contribution / active EE | $5,176 | $4,850+6.7% | $6,427-19.5% | $2,755+87.9% |
| Participant deferral / active EE | $6,465 | $7,071-8.6% | $9,131-29.2% | $4,296+50.5% |
| Admin fee / account holder | $3,707 | $10,483-64.6% | $13,901-73.3% | $6,918-46.4% |