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 | $31,212 | $98,750-68.4% | $149,696-79.1% | $79,858-60.9% |
| Participation rate | 95.8% | 75.8%+20.1pp | 82.5%+13.4pp | 69.6%+26.2pp |
| Annual return | 21.82% | 27.43%-5.6pp | 276.60%-254.8pp | 31.71%-9.9pp |
| Employer contribution / active EE | $2,562 | $3,216-20.3% | $4,644-44.8% | $2,471+3.7% |
| Participant deferral / active EE | $5,400 | $5,680-4.9% | $6,842-21.1% | $3,740+44.4% |
| Admin fee / account holder | $5,146 | $6,053-15.0% | $9,309-44.7% | $5,306-3.0% |