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 | $129,922 | $57,281+126.8% | $86,612+50.0% | $75,163+72.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 16.61% | 2670.75%-2654.1pp | 591.07%-574.5pp | 160.62%-144.0pp |
| Employer contribution / active EE | $11,629 | $2,314+402.4% | $3,022+284.8% | $2,670+335.6% |
| Participant deferral / active EE | $10,261 | $3,318+209.3% | $4,438+131.2% | $4,125+148.7% |
| Admin fee / account holder | $7,801 | $4,112+89.7% | $5,614+39.0% | $5,651+38.1% |