Filed March 2, 2017 (most recent of 5 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 | $122,246 | $138,347-11.6% | $184,203-33.6% | $80,856+51.2% |
| Participation rate | 98.8% | 83.9%+14.9pp | 86.8%+11.9pp | 67.6%+31.1pp |
| Annual return | 10.15% | 20.02%-9.9pp | 28.81%-18.7pp | 35.59%-25.4pp |
| Employer contribution / active EE | $4,144 | $4,850-14.6% | $6,427-35.5% | $2,755+50.4% |
| Participant deferral / active EE | $6,437 | $7,071-9.0% | $9,131-29.5% | $4,296+49.9% |
| Admin fee / account holder | $23,187 | $10,483+121.2% | $13,901+66.8% | $6,918+235.2% |