Filed May 10, 2018 (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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,721 | $100,041-41.3% | $149,718-60.8% | $70,131-16.3% |
| Participation rate | 92.3% | 83.6%+8.7pp | 87.1%+5.2pp | 69.5%+22.8pp |
| Annual return | 12.07% | 27.43%-15.4pp | 1501.63%-1489.6pp | 73.14%-61.1pp |
| Employer contribution / active EE | $1,973 | $3,662-46.1% | $5,445-63.8% | $2,342-15.8% |
| Participant deferral / active EE | $4,241 | $4,983-14.9% | $6,569-35.4% | $3,332+27.3% |
| Admin fee / account holder | $1,961 | $8,286-76.3% | $11,283-82.6% | $4,645-57.8% |