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 | $36,063 | $54,229-33.5% | $70,092-48.5% | $68,494-47.3% |
| Participation rate | 80.0% | 64.5%+15.5pp | 70.5%+9.5pp | 67.9%+12.1pp |
| Annual return | -12.68% | -13.87%+1.2pp | 190.73%-203.4pp | -7.84%-4.8pp |
| Employer contribution / active EE | $518 | $2,018-74.3% | $2,559-79.8% | $2,596-80.0% |
| Participant deferral / active EE | $1,438 | $2,956-51.4% | $3,849-62.6% | $4,027-64.3% |
| Admin fee / account holder | $17,137 | $4,694+265.1% | $6,267+173.5% | $5,403+217.2% |