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.
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 | $78,533 | $138,347-43.2% | $184,203-57.4% | $80,856-2.9% |
| Participation rate | 94.7% | 83.9%+10.9pp | 86.8%+7.9pp | 67.6%+27.1pp |
| Annual return | 9.85% | 20.02%-10.2pp | 28.81%-19.0pp | 35.59%-25.7pp |
| Employer contribution / active EE | $672 | $4,850-86.1% | $6,427-89.5% | $2,755-75.6% |
| Participant deferral / active EE | $6,078 | $7,071-14.0% | $9,131-33.4% | $4,296+41.5% |
| Admin fee / account holder | $7,621 | $10,483-27.3% | $13,901-45.2% | $6,918+10.2% |