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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,577 | $138,347+81.8% | $184,203+36.6% | $80,856+211.1% |
| Participation rate | 96.4% | 83.9%+12.6pp | 86.8%+9.6pp | 67.6%+28.8pp |
| Annual return | 9.65% | 20.02%-10.4pp | 28.81%-19.2pp | 35.59%-25.9pp |
| Employer contribution / active EE | $7,061 | $4,850+45.6% | $6,427+9.9% | $2,755+156.3% |
| Participant deferral / active EE | $11,986 | $7,071+69.5% | $9,131+31.3% | $4,296+179.0% |
| Admin fee / account holder | $11,693 | $10,483+11.5% | $13,901-15.9% | $6,918+69.0% |