Filed July 19, 2018 (most recent of 3 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 | $40,234 | $34,308+17.3% | $74,701-46.1% | $72,985-44.9% |
| Participation rate | 77.0% | 42.4%+34.6pp | 54.5%+22.6pp | 69.5%+7.5pp |
| Annual return | 7.64% | 26.58%-18.9pp | 752.92%-745.3pp | 81.00%-73.4pp |
| Employer contribution / active EE | $1,028 | $692+48.6% | $1,084-5.2% | $2,440-57.9% |
| Participant deferral / active EE | $1,628 | $1,271+28.0% | $1,964-17.1% | $3,607-54.9% |
| Admin fee / account holder | $1,155 | $2,124-45.6% | $3,333-65.3% | $5,124-77.5% |