Filed February 1, 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 | $93,025 | $109,359-14.9% | $162,163-42.6% | $72,985+27.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 11.26% | 25.46%-14.2pp | 115.59%-104.3pp | 81.00%-69.7pp |
| Employer contribution / active EE | $3,528 | $3,907-9.7% | $5,614-37.2% | $2,440+44.6% |
| Participant deferral / active EE | $3,658 | $5,481-33.3% | $7,298-49.9% | $3,607+1.4% |
| Admin fee / account holder | $2,961 | $7,972-62.9% | $10,843-72.7% | $5,124-42.2% |