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 | $53,574 | $53,127+0.8% | $86,590-38.1% | $70,131-23.6% |
| Participation rate | 71.0% | 65.3%+5.7pp | 73.5%-2.6pp | 69.5%+1.4pp |
| Annual return | 10.60% | 27.66%-17.1pp | 964.84%-954.2pp | 73.14%-62.5pp |
| Employer contribution / active EE | $586 | $2,068-71.7% | $2,839-79.4% | $2,342-75.0% |
| Participant deferral / active EE | $2,020 | $2,696-25.1% | $3,609-44.0% | $3,332-39.4% |
| Admin fee / account holder | $4,303 | $3,585+20.0% | $4,906-12.3% | $4,645-7.4% |