Filed December 1, 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 | $45,913 | $40,256+14.1% | $57,343-19.9% | $59,632-23.0% |
| Participation rate | 93.9% | 69.2%+24.7pp | 75.1%+18.8pp | 68.7%+25.2pp |
| Annual return | 1.84% | 27.49%-25.7pp | 24.39%-22.6pp | 2041.28%-2039.4pp |
| Employer contribution / active EE | $2,264 | $1,922+17.8% | $2,689-15.8% | $2,203+2.8% |
| Participant deferral / active EE | $0 | $2,399-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,573 | $2,818-8.7% | $3,356-23.3% | $4,297-40.1% |