Filed March 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.
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 | $175,124 | $110,094+59.1% | $151,611+15.5% | $68,494+155.7% |
| Participation rate | 98.8% | 84.0%+14.8pp | 87.5%+11.3pp | 67.9%+30.9pp |
| Annual return | -19.26% | -10.12%-9.1pp | 3.33%-22.6pp | -7.84%-11.4pp |
| Employer contribution / active EE | $6,064 | $4,471+35.6% | $6,166-1.7% | $2,596+133.6% |
| Participant deferral / active EE | $7,592 | $6,527+16.3% | $8,363-9.2% | $4,027+88.5% |
| Admin fee / account holder | $5,793 | $7,719-24.9% | $11,616-50.1% | $5,403+7.2% |