Filed June 9, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $104,080 | $89,753+16.0% | $107,525-3.2% | $84,808+22.7% |
| Participation rate | 57.6% | 68.1%-10.5pp | 75.1%-17.5pp | 68.3%-10.7pp |
| Annual return | 47.66% | 29.48%+18.2pp | 181.32%-133.7pp | 40.90%+6.8pp |
| Employer contribution / active EE | $3,304 | $3,113+6.1% | $3,754-12.0% | $2,631+25.6% |
| Participant deferral / active EE | $7,376 | $4,056+81.9% | $5,116+44.2% | $4,212+75.1% |
| Admin fee / account holder | $1,718 | $7,222-76.2% | $8,919-80.7% | $7,344-76.6% |