Filed October 17, 2016 (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 | $56,957 | $110,094-48.3% | $151,611-62.4% | $68,494-16.8% |
| Participation rate | 94.8% | 84.0%+10.9pp | 87.5%+7.3pp | 67.9%+26.9pp |
| Annual return | -11.36% | -10.12%-1.2pp | 3.33%-14.7pp | -7.84%-3.5pp |
| Employer contribution / active EE | $2,193 | $4,471-50.9% | $6,166-64.4% | $2,596-15.5% |
| Participant deferral / active EE | $3,478 | $6,527-46.7% | $8,363-58.4% | $4,027-13.6% |
| Admin fee / account holder | $7,630 | $7,719-1.1% | $11,616-34.3% | $5,403+41.2% |