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 | $280,339 | $110,094+154.6% | $151,611+84.9% | $68,494+309.3% |
| Participation rate | 97.6% | 84.0%+13.7pp | 87.5%+10.1pp | 67.9%+29.7pp |
| Annual return | -16.84% | -10.12%-6.7pp | 3.33%-20.2pp | -7.84%-9.0pp |
| Employer contribution / active EE | $14,240 | $4,471+218.5% | $6,166+130.9% | $2,596+448.5% |
| Participant deferral / active EE | $12,173 | $6,527+86.5% | $8,363+45.6% | $4,027+202.3% |
| Admin fee / account holder | $30,871 | $7,719+300.0% | $11,616+165.8% | $5,403+471.4% |