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 | $339,082 | $125,758+169.6% | $169,993+99.5% | $75,163+351.1% |
| Participation rate | 95.1% | 83.6%+11.5pp | 87.0%+8.1pp | 67.2%+27.9pp |
| Annual return | 20.77% | 27.20%-6.4pp | 53.37%-32.6pp | 160.62%-139.8pp |
| Employer contribution / active EE | $14,738 | $4,615+219.4% | $6,785+117.2% | $2,670+452.0% |
| Participant deferral / active EE | $12,577 | $6,837+83.9% | $10,408+20.8% | $4,125+204.9% |
| Admin fee / account holder | $27,982 | $8,173+242.4% | $12,815+118.4% | $5,651+395.2% |