Filed May 25, 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 | $195,795 | $54,762+257.5% | $90,281+116.9% | $72,985+168.3% |
| Participation rate | 88.0% | 65.1%+22.9pp | 73.3%+14.7pp | 69.5%+18.5pp |
| Annual return | 16.30% | 30.63%-14.3pp | 78.10%-61.8pp | 81.00%-64.7pp |
| Employer contribution / active EE | $3,634 | $2,092+73.7% | $2,854+27.3% | $2,440+49.0% |
| Participant deferral / active EE | $7,394 | $2,887+156.1% | $3,885+90.3% | $3,607+105.0% |
| Admin fee / account holder | $53,954 | $3,972+1258.4% | $5,351+908.3% | $5,124+952.9% |