Filed September 13, 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 | $76,593 | $63,346+20.9% | $92,233-17.0% | $70,131+9.2% |
| Participation rate | 74.2% | 68.7%+5.5pp | 76.5%-2.3pp | 69.5%+4.7pp |
| Annual return | 19.64% | 530.12%-510.5pp | 176.28%-156.6pp | 73.14%-53.5pp |
| Employer contribution / active EE | $2,427 | $2,471-1.8% | $3,679-34.0% | $2,342+3.6% |
| Participant deferral / active EE | $3,400 | $2,854+19.2% | $3,897-12.7% | $3,332+2.1% |
| Admin fee / account holder | $3,844 | $3,840+0.1% | $5,194-26.0% | $4,645-17.3% |