Filed December 21, 2015 (most recent of 4 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 | $47,936 | $109,359-56.2% | $162,163-70.4% | $72,985-34.3% |
| Participation rate | 93.3% | 84.3%+9.1pp | 87.6%+5.8pp | 69.5%+23.8pp |
| Annual return | 20.18% | 25.46%-5.3pp | 115.59%-95.4pp | 81.00%-60.8pp |
| Employer contribution / active EE | $1,306 | $3,907-66.6% | $5,614-76.7% | $2,440-46.5% |
| Participant deferral / active EE | $4,262 | $5,481-22.3% | $7,298-41.6% | $3,607+18.1% |
| Admin fee / account holder | $4,446 | $7,972-44.2% | $10,843-59.0% | $5,124-13.2% |