Filed February 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 7-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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,621 | $167,484-91.9% | $151,611-91.0% | $134,475-89.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.57% | 7.80%-29.4pp | 3.33%-24.9pp | 417.96%-439.5pp |
| Employer contribution / active EE | $3,726 | $6,829-45.4% | $6,166-39.6% | $4,740-21.4% |
| Participant deferral / active EE | $2,446 | $8,986-72.8% | $8,363-70.8% | $6,400-61.8% |
| Admin fee / account holder | $1,265 | $13,783-90.8% | $11,616-89.1% | $11,426-88.9% |