Filed April 11, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,471 | $137,414-60.4% | $189,513-71.3% | $85,850-36.6% |
| Participation rate | 80.5% | 84.6%-4.1pp | 87.8%-7.3pp | 69.3%+11.2pp |
| Annual return | 16.80% | 38.14%-21.3pp | 555.15%-538.4pp | 318.53%-301.7pp |
| Employer contribution / active EE | $376 | $4,344-91.3% | $6,162-93.9% | $2,565-85.3% |
| Participant deferral / active EE | $2,573 | $6,260-58.9% | $8,221-68.7% | $3,952-34.9% |
| Admin fee / account holder | $550 | $8,630-93.6% | $12,045-95.4% | $6,260-91.2% |