Filed December 12, 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 | $249,913 | $100,852+147.8% | $90,404+176.4% | $158,922+57.3% |
| Participation rate | 95.5% | 75.0%+20.4pp | 72.7%+22.8pp | 82.0%+13.5pp |
| Annual return | 24.46% | 1724.20%-1699.7pp | 1293.02%-1268.6pp | 302.83%-278.4pp |
| Employer contribution / active EE | $32,455 | $3,689+779.9% | $3,262+895.0% | $4,761+581.7% |
| Participant deferral / active EE | $575 | $4,348-86.8% | $3,963-85.5% | $5,982-90.4% |
| Admin fee / account holder | $17,151 | $6,501+163.8% | $5,611+205.7% | $11,246+52.5% |