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 | $116,074 | $54,350+113.6% | $82,719+40.3% | $68,494+69.5% |
| Participation rate | 97.1% | 63.9%+33.2pp | 72.6%+24.6pp | 67.9%+29.3pp |
| Annual return | -10.50% | -13.67%+3.2pp | 701.18%-711.7pp | -7.84%-2.7pp |
| Employer contribution / active EE | $4,454 | $2,218+100.8% | $3,009+48.0% | $2,596+71.6% |
| Participant deferral / active EE | $8,940 | $3,246+175.4% | $4,395+103.4% | $4,027+122.0% |
| Admin fee / account holder | $17,331 | $4,395+294.3% | $5,329+225.2% | $5,403+220.8% |