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 | $43,386 | $54,762-20.8% | $90,281-51.9% | $72,985-40.6% |
| Participation rate | 76.2% | 65.1%+11.0pp | 73.3%+2.9pp | 69.5%+6.7pp |
| Annual return | 2.35% | 30.63%-28.3pp | 78.10%-75.7pp | 81.00%-78.7pp |
| Employer contribution / active EE | $556 | $2,092-73.5% | $2,854-80.5% | $2,440-77.2% |
| Participant deferral / active EE | $2,301 | $2,887-20.3% | $3,885-40.8% | $3,607-36.2% |
| Admin fee / account holder | $7,965 | $3,972+100.5% | $5,351+48.8% | $5,124+55.4% |