Filed September 25, 2019 (most recent of 6 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 | $191,923 | $53,127+261.3% | $86,590+121.6% | $70,131+173.7% |
| Participation rate | 96.2% | 65.3%+30.8pp | 73.5%+22.6pp | 69.5%+26.6pp |
| Annual return | 11.61% | 27.66%-16.0pp | 964.84%-953.2pp | 73.14%-61.5pp |
| Employer contribution / active EE | $2,614 | $2,068+26.4% | $2,839-7.9% | $2,342+11.6% |
| Participant deferral / active EE | $6,087 | $2,696+125.8% | $3,609+68.7% | $3,332+82.7% |
| Admin fee / account holder | $45,460 | $3,585+1167.9% | $4,906+826.7% | $4,645+878.6% |