Filed March 22, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,144 | $94,529-34.3% | $140,016-55.6% | $64,186-3.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -6.28% | 7.77%-14.0pp | 651.12%-657.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $5,591 | $3,812+46.6% | $5,606-0.3% | $2,381+134.8% |
| Participant deferral / active EE | $1,864 | $5,250-64.5% | $6,927-73.1% | $3,470-46.3% |
| Admin fee / account holder | $5,999 | $6,741-11.0% | $10,705-44.0% | $4,888+22.7% |