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 | $111,909 | $42,894+160.9% | $60,874+83.8% | $68,494+63.4% |
| Participation rate | 92.3% | 66.8%+25.5pp | 73.1%+19.2pp | 67.9%+24.4pp |
| Annual return | -9.86% | -13.98%+4.1pp | 16.90%-26.8pp | -7.84%-2.0pp |
| Employer contribution / active EE | $4,940 | $1,978+149.7% | $2,701+82.9% | $2,596+90.3% |
| Participant deferral / active EE | $2,468 | $2,867-13.9% | $3,817-35.3% | $4,027-38.7% |
| Admin fee / account holder | $3,394 | $3,101+9.5% | $3,224+5.3% | $5,403-37.2% |