Filed January 12, 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 | $59,639 | $100,754-40.8% | $86,677-31.2% | $134,475-55.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -21.50% | 29.04%-50.5pp | 35.91%-57.4pp | 417.96%-439.5pp |
| Employer contribution / active EE | $6,580 | $3,489+88.6% | $2,836+132.0% | $4,740+38.8% |
| Participant deferral / active EE | $7,818 | $5,338+46.5% | $4,656+67.9% | $6,400+22.2% |
| Admin fee / account holder | $1,550 | $10,926-85.8% | $7,493-79.3% | $11,426-86.4% |