Filed January 24, 2018 (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 | $75,758 | $137,414-44.9% | $189,513-60.0% | $85,850-11.8% |
| Participation rate | 74.3% | 84.6%-10.3pp | 87.8%-13.5pp | 69.3%+5.0pp |
| Annual return | 11.00% | 38.14%-27.1pp | 555.15%-544.2pp | 318.53%-307.5pp |
| Employer contribution / active EE | $1,599 | $4,344-63.2% | $6,162-74.0% | $2,565-37.6% |
| Participant deferral / active EE | $3,659 | $6,260-41.6% | $8,221-55.5% | $3,952-7.4% |
| Admin fee / account holder | $2,408 | $8,630-72.1% | $12,045-80.0% | $6,260-61.5% |