Filed June 26, 2017 (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 | $64,554 | $76,407-15.5% | $150,298-57.0% | $82,448-21.7% |
| Participation rate | 92.6% | 66.4%+26.2pp | 77.8%+14.8pp | 68.1%+24.5pp |
| Annual return | 14.60% | 39.99%-25.4pp | 62.79%-48.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $2,555 | $2,614-2.3% | $4,154-38.5% | $2,551+0.1% |
| Participant deferral / active EE | $3,725 | $3,214+15.9% | $5,453-31.7% | $4,139-10.0% |
| Admin fee / account holder | $3,728 | $6,352-41.3% | $14,116-73.6% | $7,234-48.5% |