Filed August 24, 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 | $42,809 | $53,127-19.4% | $86,590-50.6% | $70,131-39.0% |
| Participation rate | 98.4% | 65.3%+33.1pp | 73.5%+24.8pp | 69.5%+28.8pp |
| Annual return | 23.87% | 27.66%-3.8pp | 964.84%-941.0pp | 73.14%-49.3pp |
| Employer contribution / active EE | $4,189 | $2,068+102.5% | $2,839+47.5% | $2,342+78.8% |
| Participant deferral / active EE | $5,090 | $2,696+88.8% | $3,609+41.1% | $3,332+52.8% |
| Admin fee / account holder | $7,604 | $3,585+112.1% | $4,906+55.0% | $4,645+63.7% |