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 | $120,094 | $46,553+158.0% | $64,056+87.5% | $75,163+59.8% |
| Participation rate | 87.8% | 65.9%+21.9pp | 72.3%+15.5pp | 67.2%+20.6pp |
| Annual return | 12.10% | 26.03%-13.9pp | 33.69%-21.6pp | 160.62%-148.5pp |
| Employer contribution / active EE | $5,776 | $1,974+192.6% | $2,747+110.3% | $2,670+116.4% |
| Participant deferral / active EE | $2,888 | $2,837+1.8% | $3,880-25.6% | $4,125-30.0% |
| Admin fee / account holder | $12,192 | $2,952+313.0% | $3,068+297.4% | $5,651+115.8% |