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.)
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 | $28,275 | $99,985-71.7% | $146,665-80.7% | $85,850-67.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 12.82% | 18.93%-6.1pp | 22.74%-9.9pp | 318.53%-305.7pp |
| Employer contribution / active EE | $2,431 | $2,559-5.0% | $4,136-41.2% | $2,565-5.2% |
| Participant deferral / active EE | $3,219 | $4,006-19.6% | $5,506-41.5% | $3,952-18.5% |
| Admin fee / account holder | $3,498 | $7,702-54.6% | $10,280-66.0% | $6,260-44.1% |