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 | $63,509 | $123,793-48.7% | $177,821-64.3% | $79,858-20.5% |
| Participation rate | 94.3% | 84.7%+9.7pp | 87.7%+6.6pp | 69.6%+24.7pp |
| Annual return | 16.76% | 22.82%-6.1pp | 48.32%-31.6pp | 31.71%-15.0pp |
| Employer contribution / active EE | $2,873 | $4,095-29.8% | $5,918-51.5% | $2,471+16.3% |
| Participant deferral / active EE | $5,249 | $5,956-11.9% | $7,714-32.0% | $3,740+40.3% |
| Admin fee / account holder | $1,863 | $7,243-74.3% | $12,427-85.0% | $5,306-64.9% |