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.
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 | $201,046 | $125,758+59.9% | $169,993+18.3% | $75,163+167.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 12.07% | 27.20%-15.1pp | 53.37%-41.3pp | 160.62%-148.5pp |
| Employer contribution / active EE | $7,318 | $4,615+58.6% | $6,785+7.8% | $2,670+174.1% |
| Participant deferral / active EE | $12,035 | $6,837+76.0% | $10,408+15.6% | $4,125+191.8% |
| Admin fee / account holder | $77,697 | $8,173+850.6% | $12,815+506.3% | $5,651+1274.9% |