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 | $107,202 | $209,832-48.9% | $189,513-43.4% | $167,490-36.0% |
| Participation rate | 81.8% | 88.7%-6.8pp | 87.8%-6.0pp | 82.1%-0.3pp |
| Annual return | 15.30% | 748.27%-733.0pp | 555.15%-539.8pp | 478.56%-463.3pp |
| Employer contribution / active EE | $2,266 | $6,914-67.2% | $6,162-63.2% | $4,837-53.2% |
| Participant deferral / active EE | $3,390 | $8,935-62.1% | $8,221-58.8% | $6,341-46.5% |
| Admin fee / account holder | $4,537 | $14,293-68.3% | $12,045-62.3% | $12,309-63.1% |