Filed April 4, 2017 (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 | $189,822 | $83,902+126.2% | $167,512+13.3% | $84,808+123.8% |
| Participation rate | 95.3% | 66.5%+28.8pp | 77.1%+18.2pp | 68.3%+27.0pp |
| Annual return | 22.40% | 91.55%-69.1pp | 1615.79%-1593.4pp | 40.90%-18.5pp |
| Employer contribution / active EE | $2,875 | $2,264+27.0% | $3,882-25.9% | $2,631+9.3% |
| Participant deferral / active EE | $11,408 | $4,442+156.8% | $6,405+78.1% | $4,212+170.9% |
| Admin fee / account holder | $4,201 | $7,915-46.9% | $9,769-57.0% | $7,344-42.8% |