Filed September 22, 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 | $36,885 | $57,065-35.4% | $75,670-51.3% | $70,131-47.4% |
| Participation rate | 85.5% | 68.1%+17.4pp | 72.3%+13.1pp | 69.5%+15.9pp |
| Annual return | 13.57% | 23.57%-10.0pp | 27.34%-13.8pp | 73.14%-59.6pp |
| Employer contribution / active EE | $480 | $1,817-73.6% | $2,352-79.6% | $2,342-79.5% |
| Participant deferral / active EE | $1,995 | $2,580-22.7% | $3,142-36.5% | $3,332-40.1% |
| Admin fee / account holder | $7,630 | $3,825+99.5% | $5,800+31.6% | $4,645+64.2% |