Filed January 8, 2018 (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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $125,653 | $54,762+129.5% | $90,281+39.2% | $72,985+72.2% |
| Participation rate | 65.0% | 65.1%-0.1pp | 73.3%-8.3pp | 69.5%-4.5pp |
| Annual return | 24.14% | 30.63%-6.5pp | 78.10%-54.0pp | 81.00%-56.9pp |
| Employer contribution / active EE | $880 | $2,092-58.0% | $2,854-69.2% | $2,440-63.9% |
| Participant deferral / active EE | $4,862 | $2,887+68.4% | $3,885+25.1% | $3,607+34.8% |
| Admin fee / account holder | $6,311 | $3,972+58.9% | $5,351+17.9% | $5,124+23.2% |