Filed October 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 | $250,679 | $183,963+36.3% | $162,163+54.6% | $152,861+64.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.30% | 150.76%-131.5pp | 115.59%-96.3pp | 345.32%-326.0pp |
| Employer contribution / active EE | $2,226 | $6,371-65.1% | $5,614-60.4% | $4,762-53.3% |
| Participant deferral / active EE | $4,840 | $8,034-39.7% | $7,298-33.7% | $5,850-17.3% |
| Admin fee / account holder | $7,142 | $13,121-45.6% | $10,843-34.1% | $11,596-38.4% |