Filed July 31, 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 | $126,927 | $214,378-40.8% | $200,582-36.7% | $142,382-10.9% |
| Participation rate | 89.5% | 87.4%+2.0pp | 86.9%+2.6pp | 80.1%+9.4pp |
| Annual return | 16.10% | 46.41%-30.3pp | 42.33%-26.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,844 | $6,841-73.1% | $6,419-71.3% | $4,299-57.1% |
| Participant deferral / active EE | $4,430 | $9,865-55.1% | $9,331-52.5% | $6,507-31.9% |
| Admin fee / account holder | $857 | $17,692-95.2% | $16,305-94.7% | $12,624-93.2% |