Filed November 30, 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 | $142,218 | $85,766+65.8% | $136,294+4.3% | $70,131+102.8% |
| Participation rate | 97.0% | 74.2%+22.8pp | 81.9%+15.0pp | 69.5%+27.4pp |
| Annual return | 16.89% | 31.45%-14.6pp | 5155.94%-5139.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $11,105 | $2,966+274.4% | $4,695+136.5% | $2,342+374.1% |
| Participant deferral / active EE | $10,357 | $5,051+105.0% | $6,247+65.8% | $3,332+210.9% |
| Admin fee / account holder | $20,280 | $5,420+274.1% | $9,243+119.4% | $4,645+336.6% |