Filed February 16, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,648 | $67,606+84.4% | $82,313+51.4% | $70,131+77.7% |
| Participation rate | 93.9% | 72.8%+21.1pp | 76.9%+17.0pp | 69.5%+24.3pp |
| Annual return | 8.43% | 21.57%-13.1pp | 25.88%-17.4pp | 73.14%-64.7pp |
| Employer contribution / active EE | $525 | $1,755-70.1% | $2,428-78.4% | $2,342-77.6% |
| Participant deferral / active EE | $3,956 | $2,987+32.5% | $3,706+6.8% | $3,332+18.7% |
| Admin fee / account holder | $13,615 | $4,512+201.7% | $5,608+142.8% | $4,645+193.1% |