Filed April 11, 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 | $98,350 | $137,414-28.4% | $189,513-48.1% | $85,850+14.6% |
| Participation rate | 98.1% | 84.6%+13.5pp | 87.8%+10.3pp | 69.3%+28.8pp |
| Annual return | 19.57% | 38.14%-18.6pp | 555.15%-535.6pp | 318.53%-299.0pp |
| Employer contribution / active EE | $3,579 | $4,344-17.6% | $6,162-41.9% | $2,565+39.5% |
| Participant deferral / active EE | $5,863 | $6,260-6.3% | $8,221-28.7% | $3,952+48.4% |
| Admin fee / account holder | $2,552 | $8,630-70.4% | $12,045-78.8% | $6,260-59.2% |