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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,971 | $117,690+26.6% | $71,735+107.7% | $134,475+10.8% |
| Participation rate | 72.7% | 68.8%+3.9pp | 62.3%+10.4pp | 81.2%-8.5pp |
| Annual return | -25.72% | 25.44%-51.2pp | 9.14%-34.9pp | 417.96%-443.7pp |
| Employer contribution / active EE | $5,761 | $2,525+128.2% | $1,704+238.1% | $4,740+21.5% |
| Participant deferral / active EE | $8,570 | $3,759+128.0% | $2,658+222.4% | $6,400+33.9% |
| Admin fee / account holder | $19,020 | $6,379+198.1% | $3,974+378.6% | $11,426+66.5% |