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 | $78,654 | $65,365+20.3% | $92,893-15.3% | $72,985+7.8% |
| Participation rate | 79.5% | 68.3%+11.2pp | 76.0%+3.5pp | 69.5%+10.0pp |
| Annual return | 25.34% | 42.10%-16.8pp | 109.41%-84.1pp | 81.00%-55.7pp |
| Employer contribution / active EE | $2,169 | $2,594-16.4% | $3,653-40.6% | $2,440-11.1% |
| Participant deferral / active EE | $3,180 | $3,128+1.6% | $4,236-24.9% | $3,607-11.9% |
| Admin fee / account holder | $1,955 | $4,251-54.0% | $5,794-66.3% | $5,124-61.9% |