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 | $258,333 | $167,484+54.2% | $151,611+70.4% | $134,475+92.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.05% | 7.80%-19.9pp | 3.33%-15.4pp | 417.96%-430.0pp |
| Employer contribution / active EE | $6,153 | $6,829-9.9% | $6,166-0.2% | $4,740+29.8% |
| Participant deferral / active EE | $8,201 | $8,986-8.7% | $8,363-1.9% | $6,400+28.1% |
| Admin fee / account holder | $10,169 | $13,783-26.2% | $11,616-12.5% | $11,426-11.0% |