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 | $102,116 | $125,758-18.8% | $169,993-39.9% | $75,163+35.9% |
| Participation rate | 98.4% | 83.6%+14.8pp | 87.0%+11.4pp | 67.2%+31.2pp |
| Annual return | 20.58% | 27.20%-6.6pp | 53.37%-32.8pp | 160.62%-140.0pp |
| Employer contribution / active EE | $6,879 | $4,615+49.1% | $6,785+1.4% | $2,670+157.7% |
| Participant deferral / active EE | $2,849 | $6,837-58.3% | $10,408-72.6% | $4,125-30.9% |
| Admin fee / account holder | $9,005 | $8,173+10.2% | $12,815-29.7% | $5,651+59.4% |