Filed April 10, 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 9-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 | $39,209 | $153,772-74.5% | $133,980-70.7% | $273,961-85.7% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.1%+3.8pp | 83.0%+7.9pp |
| Annual return | 8.54% | 36.51%-28.0pp | 29.30%-20.8pp | 41.45%-32.9pp |
| Employer contribution / active EE | $2,406 | $6,029-60.1% | $5,211-53.8% | $4,869-50.6% |
| Participant deferral / active EE | $2,812 | $6,958-59.6% | $6,282-55.2% | $5,287-46.8% |
| Admin fee / account holder | $18,001 | $11,765+53.0% | $9,324+93.1% | $10,132+77.7% |