Filed February 7, 2017 (most recent of 3 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 | $184,380 | $82,032+124.8% | $123,104+49.8% | $59,632+209.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 9.62% | 5.12%+4.5pp | 13.22%-3.6pp | 2041.28%-2031.7pp |
| Employer contribution / active EE | $2,560 | $3,297-22.4% | $5,151-50.3% | $2,203+16.2% |
| Participant deferral / active EE | $4,957 | $4,667+6.2% | $6,230-20.4% | $3,192+55.3% |
| Admin fee / account holder | $11,438 | $5,881+94.5% | $9,015+26.9% | $4,297+166.2% |