Filed June 19, 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 9-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,980 | $117,381-96.6% | $99,443-96.0% | $152,861-97.4% |
| Participation rate | 81.8% | 77.5%+4.3pp | 73.8%+8.0pp | 82.4%-0.6pp |
| Annual return | -7.32% | 31.87%-39.2pp | 30.72%-38.0pp | 345.32%-352.6pp |
| Employer contribution / active EE | $824 | $3,013-72.7% | $2,540-67.6% | $4,762-82.7% |
| Participant deferral / active EE | $1,158 | $4,086-71.7% | $3,619-68.0% | $5,850-80.2% |
| Admin fee / account holder | $615 | $7,631-91.9% | $6,250-90.2% | $11,596-94.7% |