Filed January 4, 2018 (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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,213 | $118,919+3.6% | $88,538+39.2% | $152,861-19.4% |
| Participation rate | 58.3% | 73.4%-15.0pp | 68.7%-10.4pp | 82.4%-24.1pp |
| Annual return | 25.16% | 47.92%-22.8pp | 43.64%-18.5pp | 345.32%-320.2pp |
| Employer contribution / active EE | $3,527 | $2,669+32.1% | $2,098+68.1% | $4,762-25.9% |
| Participant deferral / active EE | $6,786 | $3,549+91.2% | $2,914+132.9% | $5,850+16.0% |
| Admin fee / account holder | $5,057 | $5,876-13.9% | $4,310+17.3% | $11,596-56.4% |