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 | $140,980 | $148,978-5.4% | $200,582-29.7% | $84,808+66.2% |
| Participation rate | 98.6% | 84.2%+14.3pp | 86.9%+11.7pp | 68.3%+30.2pp |
| Annual return | 11.61% | 28.16%-16.6pp | 42.33%-30.7pp | 40.90%-29.3pp |
| Employer contribution / active EE | $4,961 | $4,815+3.0% | $6,419-22.7% | $2,631+88.6% |
| Participant deferral / active EE | $8,019 | $7,142+12.3% | $9,331-14.1% | $4,212+90.4% |
| Admin fee / account holder | $27,001 | $13,977+93.2% | $16,305+65.6% | $7,344+267.7% |