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 | $144,448 | $72,277+99.9% | $101,248+42.7% | $79,858+80.9% |
| Participation rate | 98.7% | 68.5%+30.2pp | 75.8%+22.9pp | 69.6%+29.1pp |
| Annual return | 21.76% | 22.30%-0.5pp | 46.47%-24.7pp | 31.71%-10.0pp |
| Employer contribution / active EE | $2,028 | $2,692-24.6% | $3,660-44.6% | $2,471-17.9% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $645 | $4,400-85.4% | $5,945-89.2% | $5,306-87.9% |