Filed November 3, 2015 (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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,736 | $86,929+199.9% | $102,423+154.6% | $80,856+222.5% |
| Participation rate | 62.7% | 72.4%-9.7pp | 76.5%-13.8pp | 67.6%-5.0pp |
| Annual return | 13.15% | 18.88%-5.7pp | 29.32%-16.2pp | 35.59%-22.4pp |
| Employer contribution / active EE | $3,141 | $2,369+32.6% | $3,023+3.9% | $2,755+14.0% |
| Participant deferral / active EE | $7,319 | $4,118+77.7% | $5,053+44.9% | $4,296+70.4% |
| Admin fee / account holder | $8,014 | $8,049-0.4% | $9,451-15.2% | $6,918+15.8% |