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 | $102,529 | $137,414-25.4% | $189,513-45.9% | $85,850+19.4% |
| Participation rate | 98.1% | 84.6%+13.5pp | 87.8%+10.3pp | 69.3%+28.8pp |
| Annual return | 14.26% | 38.14%-23.9pp | 555.15%-540.9pp | 318.53%-304.3pp |
| Employer contribution / active EE | $7,022 | $4,344+61.6% | $6,162+14.0% | $2,565+173.8% |
| Participant deferral / active EE | $2,845 | $6,260-54.5% | $8,221-65.4% | $3,952-28.0% |
| Admin fee / account holder | $2,382 | $8,630-72.4% | $12,045-80.2% | $6,260-61.9% |