Filed August 22, 2018 (most recent of 3 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,968 | $100,041-54.1% | $149,718-69.3% | $70,131-34.5% |
| Participation rate | 75.0% | 83.6%-8.6pp | 87.1%-12.1pp | 69.5%+5.5pp |
| Annual return | 29.31% | 27.43%+1.9pp | 1501.63%-1472.3pp | 73.14%-43.8pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,122 | $4,983-57.4% | $6,569-67.7% | $3,332-36.3% |
| Admin fee / account holder | $2,355 | $8,286-71.6% | $11,283-79.1% | $4,645-49.3% |