Filed November 3, 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 | $207,483 | $72,492+186.2% | $87,100+138.2% | $72,985+184.3% |
| Participation rate | 97.0% | 72.8%+24.2pp | 76.9%+20.1pp | 69.5%+27.5pp |
| Annual return | 18.08% | 24.46%-6.4pp | 28.19%-10.1pp | 81.00%-62.9pp |
| Employer contribution / active EE | $4,318 | $1,894+128.0% | $2,521+71.3% | $2,440+77.0% |
| Participant deferral / active EE | $7,917 | $3,270+142.2% | $4,049+95.6% | $3,607+119.5% |
| Admin fee / account holder | $5,188 | $5,055+2.6% | $7,497-30.8% | $5,124+1.2% |