Filed April 28, 2020 (most recent of 5 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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,049 | $78,926+176.3% | $136,749+59.5% | $84,808+157.1% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 12.36% | 18.17%-5.8pp | 24.33%-12.0pp | 40.90%-28.5pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,323 | $3,168+162.7% | $4,692+77.4% | $4,212+97.6% |
| Admin fee / account holder | $20,379 | $6,369+220.0% | $11,386+79.0% | $7,344+177.5% |