Filed February 4, 2016 (most recent of 4 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 5-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 | $49,367 | $148,978-66.9% | $200,582-75.4% | $84,808-41.8% |
| Participation rate | 93.8% | 84.2%+9.5pp | 86.9%+6.9pp | 68.3%+25.4pp |
| Annual return | 13.69% | 28.16%-14.5pp | 42.33%-28.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,913 | $4,815-39.5% | $6,419-54.6% | $2,631+10.7% |
| Participant deferral / active EE | $4,575 | $7,142-35.9% | $9,331-51.0% | $4,212+8.6% |
| Admin fee / account holder | $8,104 | $13,977-42.0% | $16,305-50.3% | $7,344+10.4% |