Filed November 28, 2018 (most recent of 3 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 | $47,198 | $125,758-62.5% | $169,993-72.2% | $75,163-37.2% |
| Participation rate | 91.3% | 83.6%+7.7pp | 87.0%+4.3pp | 67.2%+24.1pp |
| Annual return | 11.46% | 27.20%-15.7pp | 53.37%-41.9pp | 160.62%-149.2pp |
| Employer contribution / active EE | $2,193 | $4,615-52.5% | $6,785-67.7% | $2,670-17.8% |
| Participant deferral / active EE | $5,745 | $6,837-16.0% | $10,408-44.8% | $4,125+39.3% |
| Admin fee / account holder | $8,290 | $8,173+1.4% | $12,815-35.3% | $5,651+46.7% |