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 | $43,795 | $54,350-19.4% | $82,719-47.1% | $68,494-36.1% |
| Participation rate | 93.4% | 63.9%+29.5pp | 72.6%+20.9pp | 67.9%+25.6pp |
| Annual return | -17.68% | -13.67%-4.0pp | 701.18%-718.9pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,302 | $2,218+3.8% | $3,009-23.5% | $2,596-11.3% |
| Participant deferral / active EE | $4,020 | $3,246+23.9% | $4,395-8.5% | $4,027-0.2% |
| Admin fee / account holder | $12,246 | $4,395+178.6% | $5,329+129.8% | $5,403+126.7% |