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 | $32,991 | $30,400+8.5% | $53,898-38.8% | $84,808-61.1% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 7.36% | 500.19%-492.8pp | 528.60%-521.2pp | 40.90%-33.5pp |
| Employer contribution / active EE | $1,324 | $603+119.6% | $932+42.0% | $2,631-49.7% |
| Participant deferral / active EE | $4,202 | $1,199+250.5% | $1,826+130.1% | $4,212-0.2% |
| Admin fee / account holder | $3,161 | $1,993+58.6% | $2,491+26.9% | $7,344-57.0% |