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 | $89,632 | $90,745-1.2% | $130,231-31.2% | $75,163+19.2% |
| Participation rate | 66.7% | 71.1%-4.4pp | 76.3%-9.6pp | 67.2%-0.5pp |
| Annual return | 20.61% | 34.45%-13.8pp | 38.77%-18.2pp | 160.62%-140.0pp |
| Employer contribution / active EE | $2,093 | $3,314-36.8% | $4,126-49.3% | $2,670-21.6% |
| Participant deferral / active EE | $7,201 | $5,362+34.3% | $6,799+5.9% | $4,125+74.6% |
| Admin fee / account holder | $3,140 | $6,331-50.4% | $6,020-47.8% | $5,651-44.4% |