Filed December 27, 2018 (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 | $285,056 | $123,793+130.3% | $177,821+60.3% | $79,858+257.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 15.08% | 22.82%-7.7pp | 48.32%-33.2pp | 31.71%-16.6pp |
| Employer contribution / active EE | $11,826 | $4,095+188.8% | $5,918+99.8% | $2,471+378.6% |
| Participant deferral / active EE | $10,298 | $5,956+72.9% | $7,714+33.5% | $3,740+175.3% |
| Admin fee / account holder | $11,437 | $7,243+57.9% | $12,427-8.0% | $5,306+115.5% |