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 | $68,137 | $137,414-50.4% | $189,513-64.0% | $85,850-20.6% |
| Participation rate | 93.3% | 84.6%+8.6pp | 87.8%+5.5pp | 69.3%+23.9pp |
| Annual return | 13.29% | 38.14%-24.9pp | 555.15%-541.9pp | 318.53%-305.2pp |
| Employer contribution / active EE | $1,646 | $4,344-62.1% | $6,162-73.3% | $2,565-35.8% |
| Participant deferral / active EE | $4,915 | $6,260-21.5% | $8,221-40.2% | $3,952+24.4% |
| Admin fee / account holder | $4,844 | $8,630-43.9% | $12,045-59.8% | $6,260-22.6% |