Filed April 23, 2020 (most recent of 3 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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,383 | $148,978-7.8% | $200,582-31.5% | $84,808+62.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 11.68% | 28.16%-16.5pp | 42.33%-30.7pp | 40.90%-29.2pp |
| Employer contribution / active EE | $7,068 | $4,815+46.8% | $6,419+10.1% | $2,631+168.7% |
| Participant deferral / active EE | $5,723 | $7,142-19.9% | $9,331-38.7% | $4,212+35.9% |
| Admin fee / account holder | $5,140 | $13,977-63.2% | $16,305-68.5% | $7,344-30.0% |