Filed January 22, 2020 (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 | $43,166 | $58,208-25.8% | $81,812-47.2% | $80,856-46.6% |
| Participation rate | 92.6% | 63.4%+29.2pp | 72.3%+20.2pp | 67.6%+25.0pp |
| Annual return | 10.76% | 41.66%-30.9pp | 773.79%-763.0pp | 35.59%-24.8pp |
| Employer contribution / active EE | $3,208 | $2,340+37.1% | $2,912+10.1% | $2,755+16.4% |
| Participant deferral / active EE | $5,368 | $3,281+63.6% | $4,319+24.3% | $4,296+25.0% |
| Admin fee / account holder | $2,710 | $4,981-45.6% | $7,386-63.3% | $6,918-60.8% |