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 | $34,326 | $37,426-8.3% | $77,482-55.7% | $79,858-57.0% |
| Participation rate | 96.9% | 41.5%+55.4pp | 54.2%+42.7pp | 69.6%+27.2pp |
| Annual return | -2.24% | 39.70%-41.9pp | 54.79%-57.0pp | 31.71%-34.0pp |
| Employer contribution / active EE | $1,252 | $637+96.7% | $986+26.9% | $2,471-49.3% |
| Participant deferral / active EE | $2,132 | $1,260+69.2% | $1,861+14.5% | $3,740-43.0% |
| Admin fee / account holder | $3,473 | $2,504+38.7% | $2,858+21.5% | $5,306-34.6% |