Filed January 4, 2018 (most recent of 3 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 | $178,169 | $123,793+43.9% | $177,821+0.2% | $79,858+123.1% |
| Participation rate | 98.2% | 84.7%+13.5pp | 87.7%+10.5pp | 69.6%+28.5pp |
| Annual return | 2.06% | 22.82%-20.8pp | 48.32%-46.3pp | 31.71%-29.6pp |
| Employer contribution / active EE | $10,302 | $4,095+151.6% | $5,918+74.1% | $2,471+316.9% |
| Participant deferral / active EE | $7,019 | $5,956+17.8% | $7,714-9.0% | $3,740+87.7% |
| Admin fee / account holder | $25,663 | $7,243+254.3% | $12,427+106.5% | $5,306+383.6% |