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 | $89,339 | $138,347-35.4% | $184,203-51.5% | $80,856+10.5% |
| Participation rate | 89.0% | 83.9%+5.1pp | 86.8%+2.2pp | 67.6%+21.4pp |
| Annual return | 18.25% | 20.02%-1.8pp | 28.81%-10.6pp | 35.59%-17.3pp |
| Employer contribution / active EE | $1,607 | $4,850-66.9% | $6,427-75.0% | $2,755-41.7% |
| Participant deferral / active EE | $5,016 | $7,071-29.1% | $9,131-45.1% | $4,296+16.8% |
| Admin fee / account holder | $6,009 | $10,483-42.7% | $13,901-56.8% | $6,918-13.1% |