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 | $148,978-64.9% | $200,582-73.9% | $84,808-38.3% |
| Participation rate | 92.3% | 84.2%+8.1pp | 86.9%+5.4pp | 68.3%+24.0pp |
| Annual return | 14.95% | 28.16%-13.2pp | 42.33%-27.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,015 | $4,815-58.2% | $6,419-68.6% | $2,631-23.4% |
| Participant deferral / active EE | $2,573 | $7,142-64.0% | $9,331-72.4% | $4,212-38.9% |
| Admin fee / account holder | $4,417 | $13,977-68.4% | $16,305-72.9% | $7,344-39.8% |