Filed September 22, 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 | $44,631 | $63,764-30.0% | $81,930-45.5% | $79,858-44.1% |
| Participation rate | 85.2% | 67.5%+17.7pp | 72.0%+13.2pp | 69.6%+15.6pp |
| Annual return | -0.36% | 22.66%-23.0pp | 29.49%-29.9pp | 31.71%-32.1pp |
| Employer contribution / active EE | $585 | $1,795-67.4% | $4,310-86.4% | $2,471-76.3% |
| Participant deferral / active EE | $1,815 | $2,780-34.7% | $7,107-74.5% | $3,740-51.5% |
| Admin fee / account holder | $4,890 | $4,426+10.5% | $5,158-5.2% | $5,306-7.8% |