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 | $144,369 | $96,635+49.4% | $86,612+66.7% | $139,434+3.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.92% | 106.41%-87.5pp | 591.07%-572.2pp | 372.94%-354.0pp |
| Employer contribution / active EE | $14,392 | $3,263+341.1% | $3,022+376.2% | $4,751+202.9% |
| Participant deferral / active EE | $12,755 | $4,836+163.8% | $4,438+187.4% | $6,710+90.1% |
| Admin fee / account holder | $2,873 | $6,408-55.2% | $5,614-48.8% | $11,403-74.8% |