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 | $153,785 | $85,022+80.9% | $70,515+118.1% | $139,434+10.3% |
| Participation rate | 83.3% | 73.9%+9.4pp | 68.3%+15.0pp | 80.3%+3.0pp |
| Annual return | 32.94% | 30.38%+2.6pp | 32.77%+0.2pp | 372.94%-340.0pp |
| Employer contribution / active EE | $5,900 | $3,909+50.9% | $2,973+98.4% | $4,751+24.2% |
| Participant deferral / active EE | $15,527 | $5,890+163.6% | $4,567+240.0% | $6,710+131.4% |
| Admin fee / account holder | $1,174 | $8,906-86.8% | $6,412-81.7% | $11,403-89.7% |