Filed November 14, 2018 (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.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,702 | $91,552-73.0% | $133,956-81.6% | $79,858-69.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 8.94% | 61.85%-52.9pp | 45.09%-36.2pp | 31.71%-22.8pp |
| Employer contribution / active EE | $2,376 | $2,384-0.3% | $3,919-39.4% | $2,471-3.8% |
| Participant deferral / active EE | $3,927 | $3,733+5.2% | $5,048-22.2% | $3,740+5.0% |
| Admin fee / account holder | $3,453 | $6,321-45.4% | $8,927-61.3% | $5,306-34.9% |