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 | $91,383 | $123,793-26.2% | $177,821-48.6% | $79,858+14.4% |
| Participation rate | 97.9% | 84.7%+13.3pp | 87.7%+10.2pp | 69.6%+28.3pp |
| Annual return | 14.89% | 22.82%-7.9pp | 48.32%-33.4pp | 31.71%-16.8pp |
| Employer contribution / active EE | $4,679 | $4,095+14.3% | $5,918-20.9% | $2,471+89.4% |
| Participant deferral / active EE | $2,435 | $5,956-59.1% | $7,714-68.4% | $3,740-34.9% |
| Admin fee / account holder | $1,436 | $7,243-80.2% | $12,427-88.4% | $5,306-72.9% |