Filed July 31, 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 | $112,637 | $99,020+13.8% | $86,590+30.1% | $147,584-23.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.59% | 1312.34%-1298.7pp | 964.84%-951.3pp | 578.55%-565.0pp |
| Employer contribution / active EE | $10,397 | $3,132+232.0% | $2,839+266.2% | $4,876+113.2% |
| Participant deferral / active EE | $7,208 | $3,972+81.5% | $3,609+99.7% | $5,439+32.5% |
| Admin fee / account holder | $1,310 | $5,710-77.1% | $4,906-73.3% | $10,885-88.0% |