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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,770 | $183,963-62.6% | $162,163-57.6% | $152,861-55.0% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.6%-16.1pp | 82.4%-11.0pp |
| Annual return | 22.76% | 150.76%-128.0pp | 115.59%-92.8pp | 345.32%-322.6pp |
| Employer contribution / active EE | $3,858 | $6,371-39.4% | $5,614-31.3% | $4,762-19.0% |
| Participant deferral / active EE | $2,416 | $8,034-69.9% | $7,298-66.9% | $5,850-58.7% |
| Admin fee / account holder | $887 | $13,121-93.2% | $10,843-91.8% | $11,596-92.3% |