Filed July 17, 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.
Employer 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 | $46,241 | $100,041-53.8% | $149,718-69.1% | $70,131-34.1% |
| Participation rate | 77.1% | 83.6%-6.4pp | 87.1%-9.9pp | 69.5%+7.6pp |
| Annual return | 13.24% | 27.43%-14.2pp | 1501.63%-1488.4pp | 73.14%-59.9pp |
| Employer contribution / active EE | $726 | $3,662-80.2% | $5,445-86.7% | $2,342-69.0% |
| Participant deferral / active EE | $3,630 | $4,983-27.1% | $6,569-44.7% | $3,332+9.0% |
| Admin fee / account holder | $5,161 | $8,286-37.7% | $11,283-54.3% | $4,645+11.1% |