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 | $43,975 | $43,327+1.5% | $59,878-26.6% | $64,186-31.5% |
| Participation rate | 95.2% | 69.2%+26.1pp | 74.7%+20.5pp | 69.6%+25.7pp |
| Annual return | -2.85% | -1.55%-1.3pp | 3.46%-6.3pp | 7.63%-10.5pp |
| Employer contribution / active EE | $2,732 | $2,028+34.7% | $2,722+0.4% | $2,381+14.8% |
| Participant deferral / active EE | $3,321 | $2,546+30.5% | $3,402-2.4% | $3,470-4.3% |
| Admin fee / account holder | $3,263 | $3,005+8.6% | $3,590-9.1% | $4,888-33.2% |