Filed December 8, 2016 (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 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 | $23,609 | $76,552-69.2% | $123,892-80.9% | $62,891-62.5% |
| Participation rate | 92.5% | 73.0%+19.5pp | 81.4%+11.1pp | 69.3%+23.2pp |
| Annual return | 9.17% | 18.68%-9.5pp | 47.52%-38.3pp | 20.14%-11.0pp |
| Employer contribution / active EE | $2,388 | $2,883-17.1% | $4,617-48.3% | $2,281+4.7% |
| Participant deferral / active EE | $4,274 | $4,840-11.7% | $5,984-28.6% | $3,203+33.4% |
| Admin fee / account holder | $941 | $4,826-80.5% | $8,357-88.7% | $4,296-78.1% |