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 | $7,124 | $57,541-87.6% | $95,745-92.6% | $75,163-90.5% |
| Participation rate | 72.4% | 62.5%+9.9pp | 72.3%+0.2pp | 67.2%+5.2pp |
| Annual return | 13.98% | 34.93%-20.9pp | 28.35%-14.4pp | 160.62%-146.6pp |
| Employer contribution / active EE | $946 | $1,808-47.7% | $2,835-66.6% | $2,670-64.6% |
| Participant deferral / active EE | $1,756 | $3,074-42.9% | $4,245-58.6% | $4,125-57.4% |
| Admin fee / account holder | $1,447 | $4,099-64.7% | $5,678-74.5% | $5,651-74.4% |