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 | $86,719 | $100,773-13.9% | $88,946-2.5% | $142,382-39.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 8.50% | 70.18%-61.7pp | 57.82%-49.3pp | 217.08%-208.6pp |
| Employer contribution / active EE | $5,075 | $2,918+74.0% | $2,555+98.6% | $4,299+18.1% |
| Participant deferral / active EE | $11,426 | $5,230+118.5% | $4,581+149.4% | $6,507+75.6% |
| Admin fee / account holder | $28,044 | $9,693+189.3% | $8,261+239.5% | $12,624+122.2% |