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 | $244,268 | $100,041+144.2% | $149,718+63.2% | $70,131+248.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 17.34% | 27.43%-10.1pp | 1501.63%-1484.3pp | 73.14%-55.8pp |
| Employer contribution / active EE | $2,834 | $3,662-22.6% | $5,445-47.9% | $2,342+21.0% |
| Participant deferral / active EE | $5,072 | $4,983+1.8% | $6,569-22.8% | $3,332+52.2% |
| Admin fee / account holder | $10,849 | $8,286+30.9% | $11,283-3.8% | $4,645+133.5% |