Filed July 15, 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 | $57,892 | $66,302-12.7% | $110,238-47.5% | $56,287+2.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | -8.60% | -1.18%-7.4pp | 314.74%-323.3pp | -9.96%+1.4pp |
| Employer contribution / active EE | $6,604 | $2,047+222.6% | $3,826+72.6% | $2,111+212.8% |
| Participant deferral / active EE | $6,664 | $3,381+97.1% | $4,672+42.6% | $3,350+98.9% |
| Admin fee / account holder | $2,463 | $698+252.6% | $8,547-71.2% | $521+372.8% |