Filed June 25, 2018 (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 | $85,934 | $96,635-11.1% | $86,612-0.8% | $139,434-38.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 7.91% | 106.41%-98.5pp | 591.07%-583.2pp | 372.94%-365.0pp |
| Employer contribution / active EE | $2,194 | $3,263-32.8% | $3,022-27.4% | $4,751-53.8% |
| Participant deferral / active EE | $8,537 | $4,836+76.5% | $4,438+92.4% | $6,710+27.2% |
| Admin fee / account holder | $7,549 | $6,408+17.8% | $5,614+34.5% | $11,403-33.8% |