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 | $274,114 | $197,591+38.7% | $177,821+54.2% | $158,922+72.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.29% | 58.76%-45.5pp | 48.32%-35.0pp | 302.83%-289.5pp |
| Employer contribution / active EE | $2,903 | $6,697-56.6% | $5,918-50.9% | $4,761-39.0% |
| Participant deferral / active EE | $5,857 | $8,405-30.3% | $7,714-24.1% | $5,982-2.1% |
| Admin fee / account holder | $14,302 | $15,399-7.1% | $12,427+15.1% | $11,246+27.2% |