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 | $328,841 | $83,477+293.9% | $125,175+162.7% | $72,985+350.6% |
| Participation rate | 98.8% | 73.3%+25.5pp | 79.8%+19.0pp | 69.5%+29.3pp |
| Annual return | 21.46% | 25.78%-4.3pp | 43.79%-22.3pp | 81.00%-59.5pp |
| Employer contribution / active EE | $5,258 | $2,345+124.2% | $3,865+36.0% | $2,440+115.5% |
| Participant deferral / active EE | $4,834 | $3,585+34.8% | $4,937-2.1% | $3,607+34.0% |
| Admin fee / account holder | $2,763 | $5,517-49.9% | $9,702-71.5% | $5,124-46.1% |