Filed February 5, 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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,305 | $153,772-34.8% | $133,980-25.1% | $273,961-63.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 1.62% | 36.51%-34.9pp | 29.30%-27.7pp | 41.45%-39.8pp |
| Employer contribution / active EE | $3,090 | $6,029-48.8% | $5,211-40.7% | $4,869-36.5% |
| Participant deferral / active EE | $1,008 | $6,958-85.5% | $6,282-84.0% | $5,287-80.9% |
| Admin fee / account holder | $350 | $11,765-97.0% | $9,324-96.2% | $10,132-96.5% |