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 | $124,555 | $125,758-1.0% | $169,993-26.7% | $75,163+65.7% |
| Participation rate | 94.0% | 83.6%+10.4pp | 87.0%+7.0pp | 67.2%+26.8pp |
| Annual return | 16.39% | 27.20%-10.8pp | 53.37%-37.0pp | 160.62%-144.2pp |
| Employer contribution / active EE | $3,628 | $4,615-21.4% | $6,785-46.5% | $2,670+35.9% |
| Participant deferral / active EE | $5,409 | $6,837-20.9% | $10,408-48.0% | $4,125+31.1% |
| Admin fee / account holder | $11,348 | $8,173+38.8% | $12,815-11.4% | $5,651+100.8% |