Filed January 23, 2017 (most recent of 2 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 | $83,170 | $100,041-16.9% | $149,718-44.4% | $70,131+18.6% |
| Participation rate | 91.9% | 83.6%+8.3pp | 87.1%+4.8pp | 69.5%+22.3pp |
| Annual return | 13.39% | 27.43%-14.0pp | 1501.63%-1488.2pp | 73.14%-59.7pp |
| Employer contribution / active EE | $1,504 | $3,662-58.9% | $5,445-72.4% | $2,342-35.8% |
| Participant deferral / active EE | $3,813 | $4,983-23.5% | $6,569-42.0% | $3,332+14.5% |
| Admin fee / account holder | $1,237 | $8,286-85.1% | $11,283-89.0% | $4,645-73.4% |