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 | $146,267-66.2% | $197,124-75.0% | $82,448-40.1% |
| Participation rate | 93.8% | 84.0%+9.7pp | 86.7%+7.0pp | 68.1%+25.7pp |
| Annual return | 13.69% | 29.61%-15.9pp | 44.34%-30.7pp | 41.64%-28.0pp |
| Employer contribution / active EE | $2,913 | $4,723-38.3% | $6,227-53.2% | $2,551+14.2% |
| Participant deferral / active EE | $4,575 | $7,035-35.0% | $9,135-49.9% | $4,139+10.5% |
| Admin fee / account holder | $8,104 | $14,422-43.8% | $16,298-50.3% | $7,234+12.0% |