Filed March 21, 2018 (most recent of 4 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 | $137,701 | $138,347-0.5% | $184,203-25.2% | $80,856+70.3% |
| Participation rate | 63.0% | 83.9%-20.9pp | 86.8%-23.9pp | 67.6%-4.7pp |
| Annual return | 13.06% | 20.02%-7.0pp | 28.81%-15.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $3,342 | $4,850-31.1% | $6,427-48.0% | $2,755+21.3% |
| Participant deferral / active EE | $4,290 | $7,071-39.3% | $9,131-53.0% | $4,296-0.1% |
| Admin fee / account holder | $1,462 | $10,483-86.1% | $13,901-89.5% | $6,918-78.9% |