Filed January 17, 2017 (most recent of 3 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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,251 | $95,762-79.9% | $379,746-94.9% | $79,858-75.9% |
| Participation rate | 100.0% | 74.0%+26.0pp | 78.4%+21.6pp | 69.6%+30.4pp |
| Annual return | -17.69% | 18.26%-36.0pp | 34.90%-52.6pp | 31.71%-49.4pp |
| Employer contribution / active EE | $7,194 | $2,695+166.9% | $3,540+103.2% | $2,471+191.2% |
| Participant deferral / active EE | $0 | $4,705-100.0% | $6,024-100.0% | $3,740-100.0% |
| Admin fee / account holder | $484 | $6,745-92.8% | $7,927-93.9% | $5,306-90.9% |