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 | $140,624 | $80,717+74.2% | $154,803-9.2% | $84,808+65.8% |
| Participation rate | 73.1% | 66.8%+6.3pp | 78.1%-5.0pp | 68.3%+4.8pp |
| Annual return | 68.74% | 37.96%+30.8pp | 58.88%+9.9pp | 40.90%+27.8pp |
| Employer contribution / active EE | $8,582 | $2,761+210.8% | $4,305+99.3% | $2,631+226.2% |
| Participant deferral / active EE | $5,814 | $3,303+76.0% | $5,540+4.9% | $4,212+38.1% |
| Admin fee / account holder | $3,545 | $6,746-47.4% | $14,329-75.3% | $7,344-51.7% |