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 | $118,156 | $102,616+15.1% | $81,983+44.1% | $158,922-25.7% |
| Participation rate | 93.8% | 75.5%+18.2pp | 69.2%+24.5pp | 82.0%+11.8pp |
| Annual return | 22.47% | 61.04%-38.6pp | 41.31%-18.8pp | 302.83%-280.4pp |
| Employer contribution / active EE | $5,905 | $3,240+82.3% | $2,498+136.4% | $4,761+24.0% |
| Participant deferral / active EE | $15,607 | $4,648+235.8% | $3,722+319.3% | $5,982+160.9% |
| Admin fee / account holder | $11,051 | $8,235+34.2% | $5,664+95.1% | $11,246-1.7% |