Filed November 22, 2019 (most recent of 5 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.
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 | $57,184 | $110,094-48.1% | $151,611-62.3% | $68,494-16.5% |
| Participation rate | 89.6% | 84.0%+5.6pp | 87.5%+2.1pp | 67.9%+21.7pp |
| Annual return | -18.53% | -10.12%-8.4pp | 3.33%-21.9pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,891 | $4,471-35.3% | $6,166-53.1% | $2,596+11.3% |
| Participant deferral / active EE | $4,311 | $6,527-34.0% | $8,363-48.5% | $4,027+7.0% |
| Admin fee / account holder | $1,598 | $7,719-79.3% | $11,616-86.2% | $5,403-70.4% |