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 | $139,099 | $100,852+37.9% | $90,404+53.9% | $158,922-12.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.72% | 1724.20%-1712.5pp | 1293.02%-1281.3pp | 302.83%-291.1pp |
| Employer contribution / active EE | $10,666 | $3,689+189.2% | $3,262+227.0% | $4,761+124.0% |
| Participant deferral / active EE | $11,158 | $4,348+156.6% | $3,963+181.5% | $5,982+86.5% |
| Admin fee / account holder | $6,484 | $6,501-0.3% | $5,611+15.6% | $11,246-42.3% |