Filed February 22, 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 | $84,405 | $53,127+58.9% | $86,590-2.5% | $70,131+20.4% |
| Participation rate | 94.6% | 65.3%+29.3pp | 73.5%+21.1pp | 69.5%+25.1pp |
| Annual return | 18.73% | 27.66%-8.9pp | 964.84%-946.1pp | 73.14%-54.4pp |
| Employer contribution / active EE | $8,265 | $2,068+299.6% | $2,839+191.1% | $2,342+252.8% |
| Participant deferral / active EE | $7,512 | $2,696+178.7% | $3,609+108.2% | $3,332+125.5% |
| Admin fee / account holder | $8,218 | $3,585+129.2% | $4,906+67.5% | $4,645+76.9% |