Filed March 30, 2017 (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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,594 | $183,963+53.6% | $162,163+74.3% | $152,861+84.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 16.39% | 150.76%-134.4pp | 115.59%-99.2pp | 345.32%-328.9pp |
| Employer contribution / active EE | $3,887 | $6,371-39.0% | $5,614-30.8% | $4,762-18.4% |
| Participant deferral / active EE | $4,218 | $8,034-47.5% | $7,298-42.2% | $5,850-27.9% |
| Admin fee / account holder | $22,577 | $13,121+72.1% | $10,843+108.2% | $11,596+94.7% |