Filed May 15, 2020 (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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,069 | $160,055-65.6% | $140,016-60.7% | $135,375-59.3% |
| Participation rate | 73.3% | 88.5%-15.2pp | 87.5%-14.2pp | 82.6%-9.3pp |
| Annual return | -10.78% | 911.38%-922.2pp | 651.12%-661.9pp | 519.73%-530.5pp |
| Employer contribution / active EE | $3,589 | $6,420-44.1% | $5,606-36.0% | $4,779-24.9% |
| Participant deferral / active EE | $2,173 | $7,642-71.6% | $6,927-68.6% | $5,609-61.3% |
| Admin fee / account holder | $561 | $13,328-95.8% | $10,705-94.8% | $10,827-94.8% |