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 | $743,338 | $42,383+1653.9% | $76,523+871.4% | $64,186+1058.1% |
| Participation rate | 97.3% | 58.1%+39.2pp | 68.0%+29.3pp | 69.6%+27.7pp |
| Annual return | 17.95% | -16.54%+34.5pp | -0.27%+18.2pp | 7.63%+10.3pp |
| Employer contribution / active EE | $28,240 | $1,563+1706.5% | $2,647+966.8% | $2,381+1086.1% |
| Participant deferral / active EE | $19,232 | $2,566+649.4% | $3,835+401.4% | $3,470+454.3% |
| Admin fee / account holder | $4,570 | $3,198+42.9% | $4,848-5.7% | $4,888-6.5% |