Filed October 1, 2018 (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 | $90,880 | $45,035+101.8% | $62,995+44.3% | $70,131+29.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.71% | 18.76%-8.0pp | 87.57%-76.9pp | 73.14%-62.4pp |
| Employer contribution / active EE | $4,782 | $2,051+133.1% | $2,759+73.3% | $2,342+104.1% |
| Participant deferral / active EE | $4,993 | $2,465+102.6% | $3,329+50.0% | $3,332+49.9% |
| Admin fee / account holder | $3,749 | $2,834+32.3% | $3,600+4.1% | $4,645-19.3% |