Filed March 9, 2020 (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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $367,759 | $60,124+511.7% | $90,404+306.8% | $79,858+360.5% |
| Participation rate | 91.9% | 65.0%+26.9pp | 72.7%+19.2pp | 69.6%+22.3pp |
| Annual return | 17.19% | 71.94%-54.8pp | 1293.02%-1275.8pp | 31.71%-14.5pp |
| Employer contribution / active EE | $9,077 | $2,068+339.0% | $3,262+178.3% | $2,471+267.4% |
| Participant deferral / active EE | $13,889 | $2,938+372.7% | $3,963+250.5% | $3,740+271.4% |
| Admin fee / account holder | $1,609 | $3,976-59.5% | $5,611-71.3% | $5,306-69.7% |