Filed March 27, 2017 (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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,030 | $78,705+232.9% | $117,854+122.3% | $70,131+273.6% |
| Participation rate | 97.6% | 73.2%+24.5pp | 79.7%+18.0pp | 69.5%+28.1pp |
| Annual return | 16.21% | 23.30%-7.1pp | 335.08%-318.9pp | 73.14%-56.9pp |
| Employer contribution / active EE | $5,202 | $2,223+134.0% | $3,786+37.4% | $2,342+122.1% |
| Participant deferral / active EE | $3,560 | $3,297+8.0% | $4,482-20.6% | $3,332+6.8% |
| Admin fee / account holder | $11,078 | $5,065+118.7% | $8,020+38.1% | $4,645+138.5% |