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 | $112,422 | $49,227+128.4% | $70,449+59.6% | $79,858+40.8% |
| Participation rate | 97.1% | 69.2%+28.0pp | 75.1%+22.1pp | 69.6%+27.5pp |
| Annual return | 11.27% | 30.06%-18.8pp | 109.03%-97.8pp | 31.71%-20.4pp |
| Employer contribution / active EE | $7,036 | $2,099+235.2% | $2,737+157.1% | $2,471+184.8% |
| Participant deferral / active EE | $3,504 | $2,768+26.6% | $3,709-5.5% | $3,740-6.3% |
| Admin fee / account holder | $3,419 | $2,878+18.8% | $3,845-11.1% | $5,306-35.6% |