Filed April 1, 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 | $240,697 | $81,248+196.2% | $155,509+54.8% | $80,856+197.7% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.6%+28.4pp |
| Annual return | 4.57% | 33.31%-28.7pp | 64.67%-60.1pp | 35.59%-31.0pp |
| Employer contribution / active EE | $3,753 | $3,100+21.0% | $4,672-19.7% | $2,755+36.2% |
| Participant deferral / active EE | $5,276 | $3,452+52.9% | $5,626-6.2% | $4,296+22.8% |
| Admin fee / account holder | $2,827 | $7,997-64.7% | $15,912-82.2% | $6,918-59.1% |