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.)
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 | $3,183 | $121,625-97.4% | $104,607-97.0% | $158,922-98.0% |
| Participation rate | 80.0% | 77.5%+2.5pp | 74.1%+5.9pp | 82.0%-2.0pp |
| Annual return | 12.92% | 465.26%-452.3pp | 340.46%-327.5pp | 302.83%-289.9pp |
| Employer contribution / active EE | $724 | $3,163-77.1% | $2,681-73.0% | $4,761-84.8% |
| Participant deferral / active EE | $1,057 | $4,177-74.7% | $3,740-71.7% | $5,982-82.3% |
| Admin fee / account holder | $3,861 | $7,787-50.4% | $6,473-40.4% | $11,246-65.7% |