Filed January 4, 2018 (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.
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 | $34,719 | $78,422-55.7% | $95,952-63.8% | $79,858-56.5% |
| Participation rate | 77.6% | 73.5%+4.1pp | 77.1%+0.5pp | 69.6%+8.0pp |
| Annual return | 5.94% | 19.37%-13.4pp | 91.61%-85.7pp | 31.71%-25.8pp |
| Employer contribution / active EE | $490 | $1,945-74.8% | $2,541-80.7% | $2,471-80.2% |
| Participant deferral / active EE | $3,631 | $3,440+5.6% | $4,167-12.9% | $3,740-2.9% |
| Admin fee / account holder | $9,842 | $5,622+75.1% | $6,795+44.8% | $5,306+85.5% |