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 | $49,664 | $54,762-9.3% | $90,281-45.0% | $72,985-32.0% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 21.34% | 30.63%-9.3pp | 78.10%-56.8pp | 81.00%-59.7pp |
| Employer contribution / active EE | $2,395 | $2,092+14.5% | $2,854-16.1% | $2,440-1.8% |
| Participant deferral / active EE | $4,360 | $2,887+51.0% | $3,885+12.2% | $3,607+20.9% |
| Admin fee / account holder | $3,963 | $3,972-0.2% | $5,351-25.9% | $5,124-22.7% |