Filed July 6, 2017 (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.
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 | $64,408 | $91,019-29.2% | $392,568-83.6% | $72,985-11.8% |
| Participation rate | 48.1% | 74.4%-26.3pp | 78.1%-30.0pp | 69.5%-21.4pp |
| Annual return | 22.22% | 20.00%+2.2pp | 24.42%-2.2pp | 81.00%-58.8pp |
| Employer contribution / active EE | $1,296 | $2,751-52.9% | $3,783-65.7% | $2,440-46.9% |
| Participant deferral / active EE | $4,040 | $4,570-11.6% | $5,985-32.5% | $3,607+12.0% |
| Admin fee / account holder | $1,670 | $4,895-65.9% | $6,260-73.3% | $5,124-67.4% |