Filed March 6, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,266 | $100,041-59.8% | $149,718-73.1% | $70,131-42.6% |
| Participation rate | 78.4% | 83.6%-5.2pp | 87.1%-8.7pp | 69.5%+8.8pp |
| Annual return | 20.82% | 27.43%-6.6pp | 1501.63%-1480.8pp | 73.14%-52.3pp |
| Employer contribution / active EE | $417 | $3,662-88.6% | $5,445-92.3% | $2,342-82.2% |
| Participant deferral / active EE | $2,225 | $4,983-55.4% | $6,569-66.1% | $3,332-33.2% |
| Admin fee / account holder | $555 | $8,286-93.3% | $11,283-95.1% | $4,645-88.1% |