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 | $101,468 | $64,707+56.8% | $112,228-9.6% | $68,494+48.1% |
| Participation rate | 97.6% | 67.2%+30.5pp | 75.1%+22.6pp | 67.9%+29.7pp |
| Annual return | -4.11% | -11.40%+7.3pp | 27.45%-31.6pp | -7.84%+3.7pp |
| Employer contribution / active EE | $3,503 | $2,746+27.6% | $3,635-3.6% | $2,596+34.9% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,718 | $5,232-67.2% | $6,410-73.2% | $5,403-68.2% |