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 | $76,138 | $96,484-21.1% | $75,886+0.3% | $152,861-50.2% |
| Participation rate | 94.1% | 76.2%+17.9pp | 69.3%+24.8pp | 82.4%+11.7pp |
| Annual return | 27.35% | 33.98%-6.6pp | 30.76%-3.4pp | 345.32%-318.0pp |
| Employer contribution / active EE | $5,058 | $3,309+52.8% | $2,500+102.3% | $4,762+6.2% |
| Participant deferral / active EE | $13,793 | $4,553+202.9% | $3,603+282.8% | $5,850+135.8% |
| Admin fee / account holder | $7,099 | $8,078-12.1% | $5,418+31.0% | $11,596-38.8% |