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 | $80,717-20.0% | $154,803-58.3% | $84,808-23.9% |
| Participation rate | 92.6% | 66.8%+25.8pp | 78.1%+14.5pp | 68.3%+24.3pp |
| Annual return | 14.60% | 37.96%-23.4pp | 58.88%-44.3pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,555 | $2,761-7.5% | $4,305-40.7% | $2,631-2.9% |
| Participant deferral / active EE | $3,725 | $3,303+12.8% | $5,540-32.8% | $4,212-11.6% |
| Admin fee / account holder | $3,728 | $6,746-44.7% | $14,329-74.0% | $7,344-49.2% |