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 | $360,113 | $101,724+254.0% | $164,813+118.5% | $80,856+345.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 12.80% | 16.72%-3.9pp | 69.93%-57.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $5,375 | $2,953+82.0% | $4,341+23.8% | $2,755+95.1% |
| Participant deferral / active EE | $6,099 | $4,477+36.2% | $6,031+1.1% | $4,296+42.0% |
| Admin fee / account holder | $77,591 | $8,227+843.1% | $12,690+511.4% | $6,918+1021.6% |