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 | $37,243 | $27,915+33.4% | $58,482-36.3% | $75,163-50.5% |
| Participation rate | 98.6% | 38.8%+59.7pp | 50.9%+47.7pp | 67.2%+31.4pp |
| Annual return | 3.06% | 44.20%-41.1pp | 4239.32%-4236.3pp | 160.62%-157.6pp |
| Employer contribution / active EE | $1,267 | $669+89.3% | $1,053+20.3% | $2,670-52.6% |
| Participant deferral / active EE | $3,962 | $1,201+229.8% | $1,924+105.9% | $4,125-4.0% |
| Admin fee / account holder | $4,928 | $1,726+185.6% | $2,516+95.9% | $5,651-12.8% |