Filed July 25, 2019 (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 | $279,053 | $54,705+410.1% | $71,209+291.9% | $84,808+229.0% |
| Participation rate | 91.2% | 64.1%+27.2pp | 73.8%+17.5pp | 68.3%+22.9pp |
| Annual return | 13.98% | 35.90%-21.9pp | 282.51%-268.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $9,856 | $2,158+356.7% | $2,721+262.2% | $2,631+274.6% |
| Participant deferral / active EE | $10,266 | $3,030+238.8% | $4,175+145.9% | $4,212+143.8% |
| Admin fee / account holder | $26,743 | $4,863+449.9% | $5,349+400.0% | $7,344+264.2% |