Filed May 25, 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.
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 | $160,496 | $100,852+59.1% | $90,404+77.5% | $158,922+1.0% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.7%+20.7pp | 82.0%+11.4pp |
| Annual return | 5.42% | 1724.20%-1718.8pp | 1293.02%-1287.6pp | 302.83%-297.4pp |
| Employer contribution / active EE | $5,295 | $3,689+43.5% | $3,262+62.3% | $4,761+11.2% |
| Participant deferral / active EE | $9,514 | $4,348+118.8% | $3,963+140.1% | $5,982+59.0% |
| Admin fee / account holder | $99,731 | $6,501+1434.1% | $5,611+1677.5% | $11,246+786.8% |