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 | $71,916 | $42,894+67.7% | $60,874+18.1% | $68,494+5.0% |
| Participation rate | 92.1% | 66.8%+25.3pp | 73.1%+19.0pp | 67.9%+24.2pp |
| Annual return | -13.99% | -13.98%0pp | 16.90%-30.9pp | -7.84%-6.1pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,599 | $2,867+25.6% | $3,817-5.7% | $4,027-10.6% |
| Admin fee / account holder | $2,272 | $3,101-26.7% | $3,224-29.5% | $5,403-57.9% |