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 | $141,973 | $137,414+3.3% | $189,513-25.1% | $85,850+65.4% |
| Participation rate | 97.2% | 84.6%+12.6pp | 87.8%+9.4pp | 69.3%+27.9pp |
| Annual return | 14.85% | 38.14%-23.3pp | 555.15%-540.3pp | 318.53%-303.7pp |
| Employer contribution / active EE | $3,880 | $4,344-10.7% | $6,162-37.0% | $2,565+51.3% |
| Participant deferral / active EE | $5,942 | $6,260-5.1% | $8,221-27.7% | $3,952+50.4% |
| Admin fee / account holder | $9,440 | $8,630+9.4% | $12,045-21.6% | $6,260+50.8% |