Filed May 10, 2018 (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 9-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 | $56,308 | $64,707-13.0% | $112,228-49.8% | $68,494-17.8% |
| Participation rate | 98.9% | 67.2%+31.8pp | 75.1%+23.9pp | 67.9%+31.0pp |
| Annual return | -20.09% | -11.40%-8.7pp | 27.45%-47.5pp | -7.84%-12.2pp |
| Employer contribution / active EE | $5,699 | $2,746+107.5% | $3,635+56.8% | $2,596+119.5% |
| Participant deferral / active EE | $6,684 | $3,565+87.5% | $4,728+41.4% | $4,027+66.0% |
| Admin fee / account holder | $1,025 | $5,232-80.4% | $6,410-84.0% | $5,403-81.0% |