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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,186 | $148,978+96.1% | $200,582+45.7% | $84,808+244.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 12.18% | 28.16%-16.0pp | 42.33%-30.2pp | 40.90%-28.7pp |
| Employer contribution / active EE | $11,954 | $4,815+148.3% | $6,419+86.2% | $2,631+354.3% |
| Participant deferral / active EE | $10,031 | $7,142+40.4% | $9,331+7.5% | $4,212+138.2% |
| Admin fee / account holder | $8,711 | $13,977-37.7% | $16,305-46.6% | $7,344+18.6% |