Filed January 31, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $296,589 | $127,065+133.4% | $113,168+162.1% | $142,382+108.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.12% | 24.03%-6.9pp | 24.27%-7.1pp | 217.08%-200.0pp |
| Employer contribution / active EE | $9,768 | $3,442+183.8% | $2,975+228.3% | $4,299+127.2% |
| Participant deferral / active EE | $17,877 | $5,716+212.7% | $5,107+250.1% | $6,507+174.7% |
| Admin fee / account holder | $4,051 | $15,736-74.3% | $12,068-66.4% | $12,624-67.9% |