Filed November 30, 2016 (most recent of 3 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 | $66,159 | $82,523-19.8% | $115,752-42.8% | $70,131-5.7% |
| Participation rate | 98.7% | 74.0%+24.7pp | 77.8%+20.9pp | 69.5%+29.1pp |
| Annual return | 18.08% | 28.22%-10.1pp | 19.41%-1.3pp | 73.14%-55.1pp |
| Employer contribution / active EE | $3,059 | $2,758+10.9% | $3,492-12.4% | $2,342+30.6% |
| Participant deferral / active EE | $0 | $4,062-100.0% | $5,204-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,625 | $4,552-42.3% | $6,278-58.2% | $4,645-43.5% |