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 | $68,442 | $57,354+19.3% | $83,848-18.4% | $64,186+6.6% |
| Participation rate | 74.3% | 68.6%+5.7pp | 76.1%-1.9pp | 69.6%+4.7pp |
| Annual return | -5.98% | 11.38%-17.4pp | 850.88%-856.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $2,635 | $2,545+3.5% | $3,631-27.4% | $2,381+10.7% |
| Participant deferral / active EE | $4,192 | $2,993+40.0% | $4,082+2.7% | $3,470+20.8% |
| Admin fee / account holder | $6,612 | $4,046+63.4% | $5,478+20.7% | $4,888+35.3% |