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 | $40,273 | $54,726-26.4% | $68,793-41.5% | $64,186-37.3% |
| Participation rate | 90.5% | 68.0%+22.4pp | 72.2%+18.2pp | 69.6%+20.9pp |
| Annual return | 6.80% | -1.62%+8.4pp | -4.63%+11.4pp | 7.63%-0.8pp |
| Employer contribution / active EE | $649 | $1,846-64.9% | $2,625-75.3% | $2,381-72.7% |
| Participant deferral / active EE | $2,098 | $2,626-20.1% | $3,311-36.6% | $3,470-39.5% |
| Admin fee / account holder | $488 | $4,027-87.9% | $5,131-90.5% | $4,888-90.0% |