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.
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 | $46,807 | $110,094-57.5% | $151,611-69.1% | $68,494-31.7% |
| Participation rate | 76.9% | 84.0%-7.0pp | 87.5%-10.6pp | 67.9%+9.0pp |
| Annual return | -15.31% | -10.12%-5.2pp | 3.33%-18.6pp | -7.84%-7.5pp |
| Employer contribution / active EE | $466 | $4,471-89.6% | $6,166-92.4% | $2,596-82.1% |
| Participant deferral / active EE | $3,188 | $6,527-51.2% | $8,363-61.9% | $4,027-20.8% |
| Admin fee / account holder | $519 | $7,719-93.3% | $11,616-95.5% | $5,403-90.4% |