Filed March 17, 2020 (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 | $89,096 | $48,230+84.7% | $67,502+32.0% | $80,856+10.2% |
| Participation rate | 86.0% | 66.4%+19.6pp | 72.9%+13.1pp | 67.6%+18.3pp |
| Annual return | 9.90% | 18.28%-8.4pp | 3512.12%-3502.2pp | 35.59%-25.7pp |
| Employer contribution / active EE | $3,457 | $2,020+71.2% | $2,731+26.6% | $2,755+25.5% |
| Participant deferral / active EE | $5,417 | $2,924+85.3% | $4,000+35.4% | $4,296+26.1% |
| Admin fee / account holder | $2,982 | $3,681-19.0% | $3,998-25.4% | $6,918-56.9% |