Filed December 12, 2016 (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 | $49,603 | $85,790-42.2% | $67,313-26.3% | $135,375-63.4% |
| Participation rate | 93.8% | 76.5%+17.3pp | 69.1%+24.7pp | 82.6%+11.1pp |
| Annual return | -5.39% | -0.54%-4.8pp | -4.08%-1.3pp | 519.73%-525.1pp |
| Employer contribution / active EE | $4,965 | $3,487+42.4% | $2,566+93.5% | $4,779+3.9% |
| Participant deferral / active EE | $16,187 | $4,651+248.0% | $3,568+353.6% | $5,609+188.6% |
| Admin fee / account holder | $11,319 | $6,392+77.1% | $4,507+151.2% | $10,827+4.5% |