Filed March 12, 2020 (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 6-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,451 | $121,098-64.1% | $125,175-65.3% | - |
| Participation rate | 83.8% | 74.4%+9.5pp | 79.8%+4.1pp | - |
| Annual return | 0.00% | 15.50%-15.5pp | 43.79%-43.8pp | - |
| Employer contribution / active EE | $1,199 | $1,930-37.9% | $3,865-69.0% | - |
| Participant deferral / active EE | $7,688 | $3,481+120.8% | $4,937+55.7% | - |
| Admin fee / account holder | $3,573 | $16,883-78.8% | $9,702-63.2% | - |