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 | $242,605 | $94,529+156.6% | $140,016+73.3% | $64,186+278.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 5.87% | 7.77%-1.9pp | 651.12%-645.3pp | 7.63%-1.8pp |
| Employer contribution / active EE | $2,916 | $3,812-23.5% | $5,606-48.0% | $2,381+22.5% |
| Participant deferral / active EE | $5,380 | $5,250+2.5% | $6,927-22.3% | $3,470+55.1% |
| Admin fee / account holder | $15,183 | $6,741+125.2% | $10,705+41.8% | $4,888+210.6% |