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 | $17,812 | $81,900-78.3% | $119,609-85.1% | $68,494-74.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -13.00% | -23.82%+10.8pp | -14.97%+2.0pp | -7.84%-5.2pp |
| Employer contribution / active EE | $2,179 | $2,693-19.1% | $4,232-48.5% | $2,596-16.1% |
| Participant deferral / active EE | $2,282 | $4,148-45.0% | $5,602-59.3% | $4,027-43.3% |
| Admin fee / account holder | $4,576 | $6,582-30.5% | $10,323-55.7% | $5,403-15.3% |