Filed September 24, 2019 (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 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 | $127,040 | $58,208+118.3% | $81,812+55.3% | $80,856+57.1% |
| Participation rate | 80.4% | 63.4%+17.0pp | 72.3%+8.1pp | 67.6%+12.8pp |
| Annual return | 10.71% | 41.66%-30.9pp | 773.79%-763.1pp | 35.59%-24.9pp |
| Employer contribution / active EE | $2,204 | $2,340-5.8% | $2,912-24.3% | $2,755-20.0% |
| Participant deferral / active EE | $7,118 | $3,281+117.0% | $4,319+64.8% | $4,296+65.7% |
| Admin fee / account holder | $20,590 | $4,981+313.3% | $7,386+178.8% | $6,918+197.6% |