Filed September 27, 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 6-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 | $23,505 | $90,519-74.0% | $93,789-74.9% | $134,475-82.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -23.99% | -15.72%-8.3pp | -11.33%-12.7pp | 417.96%-442.0pp |
| Employer contribution / active EE | $2,610 | $4,343-39.9% | $4,323-39.6% | $4,740-44.9% |
| Participant deferral / active EE | $6,129 | $5,978+2.5% | $6,094+0.6% | $6,400-4.2% |
| Admin fee / account holder | $451 | $9,252-95.1% | $7,195-93.7% | $11,426-96.1% |