Filed August 5, 2019 (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 | $99,815 | $81,900+21.9% | $119,609-16.5% | $68,494+45.7% |
| Participation rate | 93.3% | 71.9%+21.4pp | 79.3%+14.1pp | 67.9%+25.4pp |
| Annual return | -23.40% | -23.82%+0.4pp | -14.97%-8.4pp | -7.84%-15.6pp |
| Employer contribution / active EE | $3,779 | $2,693+40.3% | $4,232-10.7% | $2,596+45.5% |
| Participant deferral / active EE | $11,149 | $4,148+168.8% | $5,602+99.0% | $4,027+176.8% |
| Admin fee / account holder | $1,214 | $6,582-81.6% | $10,323-88.2% | $5,403-77.5% |