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 | $226,082 | $125,758+79.8% | $169,993+33.0% | $75,163+200.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 10.92% | 27.20%-16.3pp | 53.37%-42.4pp | 160.62%-149.7pp |
| Employer contribution / active EE | $11,436 | $4,615+147.8% | $6,785+68.5% | $2,670+328.3% |
| Participant deferral / active EE | $9,587 | $6,837+40.2% | $10,408-7.9% | $4,125+132.4% |
| Admin fee / account holder | $3,873 | $8,173-52.6% | $12,815-69.8% | $5,651-31.5% |