Filed October 26, 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 9-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 | $51,292 | $81,248-36.9% | $155,509-67.0% | $80,856-36.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 180.78% | 33.31%+147.5pp | 64.67%+116.1pp | 35.59%+145.2pp |
| Employer contribution / active EE | $2,173 | $3,100-29.9% | $4,672-53.5% | $2,755-21.1% |
| Participant deferral / active EE | $5,318 | $3,452+54.1% | $5,626-5.5% | $4,296+23.8% |
| Admin fee / account holder | $3,910 | $7,997-51.1% | $15,912-75.4% | $6,918-43.5% |