Filed October 6, 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 6-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 | $84,062 | $117,841-28.7% | $102,423-17.9% | $145,922-42.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.72% | 31.65%-18.9pp | 29.32%-16.6pp | 561.29%-548.6pp |
| Employer contribution / active EE | $6,510 | $3,615+80.1% | $3,023+115.3% | $4,660+39.7% |
| Participant deferral / active EE | $12,691 | $5,731+121.4% | $5,053+151.2% | $6,688+89.8% |
| Admin fee / account holder | $651 | $13,326-95.1% | $9,451-93.1% | $13,397-95.1% |