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 | $98,063 | $48,795+101.0% | $65,493+49.7% | $84,808+15.6% |
| Participation rate | 87.8% | 67.0%+20.8pp | 73.1%+14.7pp | 68.3%+19.5pp |
| Annual return | 15.89% | 20.20%-4.3pp | 982.45%-966.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,351 | $2,928+48.6% | $3,961+9.8% | $4,212+3.3% |
| Admin fee / account holder | $5,334 | $3,877+37.6% | $5,028+6.1% | $7,344-27.4% |