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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,655 | $95,266+171.5% | $82,389+213.9% | $142,382+81.7% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.5%+18.0pp | 80.1%+7.4pp |
| Annual return | 13.97% | 25.74%-11.8pp | 28.67%-14.7pp | 217.08%-203.1pp |
| Employer contribution / active EE | $6,597 | $2,991+120.6% | $2,517+162.1% | $4,299+53.5% |
| Participant deferral / active EE | $17,143 | $4,809+256.5% | $4,155+312.6% | $6,507+163.4% |
| Admin fee / account holder | $3,288 | $8,563-61.6% | $7,231-54.5% | $12,624-74.0% |