Filed September 13, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,357 | $57,354+78.5% | $83,848+22.1% | $64,186+59.5% |
| Participation rate | 94.8% | 68.6%+26.2pp | 76.1%+18.7pp | 69.6%+25.3pp |
| Annual return | 213.01% | 11.38%+201.6pp | 850.88%-637.9pp | 7.63%+205.4pp |
| Employer contribution / active EE | $2,759 | $2,545+8.4% | $3,631-24.0% | $2,381+15.9% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $679 | $4,046-83.2% | $5,478-87.6% | $4,888-86.1% |