Filed November 18, 2015 (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 4-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 | $78,194 | $183,519-57.4% | $155,509-49.7% | $145,922-46.4% |
| Participation rate | 76.2% | 82.7%-6.5pp | 78.2%-2.0pp | 80.3%-4.1pp |
| Annual return | 46.87% | 61.17%-14.3pp | 64.67%-17.8pp | 561.29%-514.4pp |
| Employer contribution / active EE | $10,045 | $5,313+89.1% | $4,672+115.0% | $4,660+115.6% |
| Participant deferral / active EE | $6,859 | $6,462+6.1% | $5,626+21.9% | $6,688+2.6% |
| Admin fee / account holder | $5,067 | $19,313-73.8% | $15,912-68.2% | $13,397-62.2% |