Filed April 29, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $509,279 | $43,075+1082.3% | $74,583+582.8% | $62,891+709.8% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 12.37% | 17.50%-5.1pp | 20.47%-8.1pp | 20.14%-7.8pp |
| Employer contribution / active EE | $30,632 | $1,498+1945.4% | $2,525+1113.1% | $2,281+1243.0% |
| Participant deferral / active EE | $19,816 | $2,389+729.3% | $3,458+473.1% | $3,203+518.7% |
| Admin fee / account holder | $2,965 | $2,840+4.4% | $4,138-28.3% | $4,296-31.0% |