Filed March 11, 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 | $161,394 | $96,305+67.6% | $80,569+100.3% | $139,434+15.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 8.10% | 1350.08%-1342.0pp | 935.43%-927.3pp | 372.94%-364.8pp |
| Employer contribution / active EE | $4,200 | $3,262+28.7% | $2,723+54.2% | $4,751-11.6% |
| Participant deferral / active EE | $9,043 | $5,232+72.8% | $4,447+103.3% | $6,710+34.8% |
| Admin fee / account holder | $418 | $6,599-93.7% | $5,377-92.2% | $11,403-96.3% |