Filed March 2, 2017 (most recent of 5 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 | $105,937 | $109,359-3.1% | $162,163-34.7% | $72,985+45.1% |
| Participation rate | 97.4% | 84.3%+13.2pp | 87.6%+9.9pp | 69.5%+27.9pp |
| Annual return | 19.45% | 25.46%-6.0pp | 115.59%-96.1pp | 81.00%-61.6pp |
| Employer contribution / active EE | $3,238 | $3,907-17.1% | $5,614-42.3% | $2,440+32.7% |
| Participant deferral / active EE | $4,993 | $5,481-8.9% | $7,298-31.6% | $3,607+38.4% |
| Admin fee / account holder | $9,875 | $7,972+23.9% | $10,843-8.9% | $5,124+92.7% |