Filed October 17, 2016 (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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,654 | $100,041-42.4% | $149,718-61.5% | $70,131-17.8% |
| Participation rate | 97.5% | 83.6%+13.9pp | 87.1%+10.4pp | 69.5%+28.0pp |
| Annual return | 12.84% | 27.43%-14.6pp | 1501.63%-1488.8pp | 73.14%-60.3pp |
| Employer contribution / active EE | $2,496 | $3,662-31.8% | $5,445-54.2% | $2,342+6.5% |
| Participant deferral / active EE | $3,634 | $4,983-27.1% | $6,569-44.7% | $3,332+9.1% |
| Admin fee / account holder | $10,646 | $8,286+28.5% | $11,283-5.6% | $4,645+129.2% |