Filed October 13, 2015 (most recent of 3 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 | $89,739 | $43,327+107.1% | $59,878+49.9% | $64,186+39.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -1.41% | -1.55%+0.1pp | 3.46%-4.9pp | 7.63%-9.0pp |
| Employer contribution / active EE | $6,313 | $2,028+211.2% | $2,722+132.0% | $2,381+165.2% |
| Participant deferral / active EE | $3,152 | $2,546+23.8% | $3,402-7.3% | $3,470-9.2% |
| Admin fee / account holder | $3,581 | $3,005+19.2% | $3,590-0.3% | $4,888-26.7% |