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 | $115,666 | $138,347-16.4% | $184,203-37.2% | $80,856+43.1% |
| Participation rate | 90.6% | 83.9%+6.7pp | 86.8%+3.7pp | 67.6%+22.9pp |
| Annual return | 16.67% | 20.02%-3.3pp | 28.81%-12.1pp | 35.59%-18.9pp |
| Employer contribution / active EE | $3,763 | $4,850-22.4% | $6,427-41.4% | $2,755+36.6% |
| Participant deferral / active EE | $7,149 | $7,071+1.1% | $9,131-21.7% | $4,296+66.4% |
| Admin fee / account holder | $29,748 | $10,483+183.8% | $13,901+114.0% | $6,918+330.0% |