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.
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 | $38,183 | $94,529-59.6% | $140,016-72.7% | $64,186-40.5% |
| Participation rate | 81.8% | 84.1%-2.3pp | 87.5%-5.7pp | 69.6%+12.2pp |
| Annual return | -4.41% | 7.77%-12.2pp | 651.12%-655.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,075 | $3,812-71.8% | $5,606-80.8% | $2,381-54.9% |
| Participant deferral / active EE | $2,767 | $5,250-47.3% | $6,927-60.1% | $3,470-20.3% |
| Admin fee / account holder | $1,823 | $6,741-73.0% | $10,705-83.0% | $4,888-62.7% |