Filed January 2, 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 | $52,358 | $146,267-64.2% | $197,124-73.4% | $82,448-36.5% |
| Participation rate | 92.3% | 84.0%+8.3pp | 86.7%+5.6pp | 68.1%+24.2pp |
| Annual return | 14.95% | 29.61%-14.7pp | 44.34%-29.4pp | 41.64%-26.7pp |
| Employer contribution / active EE | $2,015 | $4,723-57.3% | $6,227-67.6% | $2,551-21.0% |
| Participant deferral / active EE | $2,573 | $7,035-63.4% | $9,135-71.8% | $4,139-37.8% |
| Admin fee / account holder | $4,417 | $14,422-69.4% | $16,298-72.9% | $7,234-38.9% |