Filed March 2, 2015 (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 | $46,286 | $109,359-57.7% | $162,163-71.5% | $72,985-36.6% |
| Participation rate | 85.4% | 84.3%+1.2pp | 87.6%-2.1pp | 69.5%+15.9pp |
| Annual return | 21.16% | 25.46%-4.3pp | 115.59%-94.4pp | 81.00%-59.8pp |
| Employer contribution / active EE | $1,297 | $3,907-66.8% | $5,614-76.9% | $2,440-46.8% |
| Participant deferral / active EE | $4,210 | $5,481-23.2% | $7,298-42.3% | $3,607+16.7% |
| Admin fee / account holder | $1,205 | $7,972-84.9% | $10,843-88.9% | $5,124-76.5% |