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 | $49,294 | $110,094-55.2% | $151,611-67.5% | $68,494-28.0% |
| Participation rate | 94.5% | 84.0%+10.6pp | 87.5%+7.0pp | 67.9%+26.7pp |
| Annual return | -15.55% | -10.12%-5.4pp | 3.33%-18.9pp | -7.84%-7.7pp |
| Employer contribution / active EE | $2,010 | $4,471-55.0% | $6,166-67.4% | $2,596-22.6% |
| Participant deferral / active EE | $4,799 | $6,527-26.5% | $8,363-42.6% | $4,027+19.2% |
| Admin fee / account holder | $7,658 | $7,719-0.8% | $11,616-34.1% | $5,403+41.8% |