Filed April 12, 2017 (most recent of 2 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 | $117,205 | $102,966+13.8% | $90,281+29.8% | $152,861-23.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 18.47% | 95.16%-76.7pp | 78.10%-59.6pp | 345.32%-326.9pp |
| Employer contribution / active EE | $11,023 | $3,139+251.2% | $2,854+286.2% | $4,762+131.5% |
| Participant deferral / active EE | $11,327 | $4,281+164.6% | $3,885+191.5% | $5,850+93.6% |
| Admin fee / account holder | $16,569 | $6,171+168.5% | $5,351+209.6% | $11,596+42.9% |