Filed June 16, 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.
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 | $114,961 | $110,094+4.4% | $151,611-24.2% | $68,494+67.8% |
| Participation rate | 73.8% | 84.0%-10.2pp | 87.5%-13.7pp | 67.9%+5.9pp |
| Annual return | -18.93% | -10.12%-8.8pp | 3.33%-22.3pp | -7.84%-11.1pp |
| Employer contribution / active EE | $2,520 | $4,471-43.6% | $6,166-59.1% | $2,596-2.9% |
| Participant deferral / active EE | $5,633 | $6,527-13.7% | $8,363-32.7% | $4,027+39.9% |
| Admin fee / account holder | $6,582 | $7,719-14.7% | $11,616-43.3% | $5,403+21.8% |