Filed December 17, 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 | $105,630 | $105,6300% | $87,507+20.7% | $273,961-61.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 0.29% | 12.25%-12.0pp | 12.21%-11.9pp | 41.45%-41.2pp |
| Employer contribution / active EE | $6,190 | $3,141+97.1% | $2,550+142.8% | $4,869+27.1% |
| Participant deferral / active EE | $3,506 | $3,601-2.6% | $3,149+11.4% | $5,287-33.7% |
| Admin fee / account holder | $30,259 | $4,781+532.9% | $4,221+616.9% | $10,132+198.7% |