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 | $90,510 | $99,877-9.4% | $84,966+6.5% | $145,922-38.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.53% | 83.76%-76.2pp | 66.38%-58.8pp | 561.29%-553.8pp |
| Employer contribution / active EE | $6,239 | $3,231+93.1% | $2,727+128.8% | $4,660+33.9% |
| Participant deferral / active EE | $12,620 | $5,291+138.5% | $4,519+179.3% | $6,688+88.7% |
| Admin fee / account holder | $136,982 | $7,248+1790.0% | $6,149+2127.8% | $13,397+922.5% |