Filed February 11, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,556 | $46,869-64.7% | $122,332-86.5% | $70,131-76.4% |
| Participation rate | 96.0% | 58.2%+37.8pp | 71.6%+24.4pp | 69.5%+26.5pp |
| Annual return | 14.14% | 24.22%-10.1pp | 30.27%-16.1pp | 73.14%-59.0pp |
| Employer contribution / active EE | $1,000 | $1,288-22.3% | $4,050-75.3% | $2,342-57.3% |
| Participant deferral / active EE | $1,183 | $2,166-45.4% | $3,287-64.0% | $3,332-64.5% |
| Admin fee / account holder | $980 | $3,322-70.5% | $5,478-82.1% | $4,645-78.9% |