Filed February 28, 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.
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 | $44,797 | $53,127-15.7% | $86,590-48.3% | $70,131-36.1% |
| Participation rate | 77.0% | 65.3%+11.7pp | 73.5%+3.5pp | 69.5%+7.5pp |
| Annual return | 10.39% | 27.66%-17.3pp | 964.84%-954.4pp | 73.14%-62.7pp |
| Employer contribution / active EE | $574 | $2,068-72.3% | $2,839-79.8% | $2,342-75.5% |
| Participant deferral / active EE | $2,754 | $2,696+2.2% | $3,609-23.7% | $3,332-17.3% |
| Admin fee / account holder | $1,917 | $3,585-46.5% | $4,906-60.9% | $4,645-58.7% |