Filed December 6, 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 | $60,104 | $185,822-67.7% | $169,993-64.6% | $139,434-56.9% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 6.95% | 60.50%-53.5pp | 53.37%-46.4pp | 372.94%-366.0pp |
| Employer contribution / active EE | $2,189 | $7,590-71.2% | $6,785-67.7% | $4,751-53.9% |
| Participant deferral / active EE | $5,304 | $11,622-54.4% | $10,408-49.0% | $6,710-21.0% |
| Admin fee / account holder | $7,674 | $15,381-50.1% | $12,815-40.1% | $11,403-32.7% |