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 | $251,220 | $185,822+35.2% | $169,993+47.8% | $139,434+80.2% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 11.17% | 60.50%-49.3pp | 53.37%-42.2pp | 372.94%-361.8pp |
| Employer contribution / active EE | $6,085 | $7,590-19.8% | $6,785-10.3% | $4,751+28.1% |
| Participant deferral / active EE | $8,844 | $11,622-23.9% | $10,408-15.0% | $6,710+31.8% |
| Admin fee / account holder | $6,599 | $15,381-57.1% | $12,815-48.5% | $11,403-42.1% |