Filed December 14, 2016 (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 8-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 | $49,055 | $100,041-51.0% | $149,718-67.2% | $70,131-30.1% |
| Participation rate | 97.5% | 83.6%+13.9pp | 87.1%+10.5pp | 69.5%+28.0pp |
| Annual return | 27.04% | 27.43%-0.4pp | 1501.63%-1474.6pp | 73.14%-46.1pp |
| Employer contribution / active EE | $2,323 | $3,662-36.6% | $5,445-57.3% | $2,342-0.8% |
| Participant deferral / active EE | $3,488 | $4,983-30.0% | $6,569-46.9% | $3,332+4.7% |
| Admin fee / account holder | $1,962 | $8,286-76.3% | $11,283-82.6% | $4,645-57.8% |