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 | $208,081 | $118,427+75.7% | $66,042+215.1% | $142,382+46.1% |
| Participation rate | 61.5% | 68.1%-6.6pp | 67.5%-6.0pp | 80.1%-18.6pp |
| Annual return | 16.81% | 35.57%-18.8pp | 52.11%-35.3pp | 217.08%-200.3pp |
| Employer contribution / active EE | $4,124 | $2,570+60.5% | $1,579+161.1% | $4,299-4.1% |
| Participant deferral / active EE | $6,310 | $4,311+46.4% | $2,835+122.5% | $6,507-3.0% |
| Admin fee / account holder | $23,526 | $9,593+145.2% | $5,747+309.4% | $12,624+86.4% |