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 | $305,013 | $54,350+461.2% | $82,719+268.7% | $68,494+345.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.90% | -13.67%-3.2pp | 701.18%-718.1pp | -7.84%-9.1pp |
| Employer contribution / active EE | $9,502 | $2,218+328.4% | $3,009+215.8% | $2,596+266.0% |
| Participant deferral / active EE | $14,934 | $3,246+360.1% | $4,395+239.8% | $4,027+270.8% |
| Admin fee / account holder | $32,319 | $4,395+635.3% | $5,329+506.5% | $5,403+498.2% |