Filed August 22, 2019 (most recent of 5 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 | $215,852 | $54,350+297.2% | $82,719+160.9% | $68,494+215.1% |
| Participation rate | 90.5% | 63.9%+26.6pp | 72.6%+17.9pp | 67.9%+22.6pp |
| Annual return | -20.57% | -13.67%-6.9pp | 701.18%-721.7pp | -7.84%-12.7pp |
| Employer contribution / active EE | $14,027 | $2,218+532.4% | $3,009+366.2% | $2,596+440.3% |
| Participant deferral / active EE | $10,140 | $3,246+212.4% | $4,395+130.7% | $4,027+151.8% |
| Admin fee / account holder | $39,295 | $4,395+794.0% | $5,329+637.4% | $5,403+627.3% |