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 | $280,845 | $185,822+51.1% | $169,993+65.2% | $139,434+101.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.58% | 60.50%-46.9pp | 53.37%-39.8pp | 372.94%-359.4pp |
| Employer contribution / active EE | $8,158 | $7,590+7.5% | $6,785+20.2% | $4,751+71.7% |
| Participant deferral / active EE | $11,655 | $11,622+0.3% | $10,408+12.0% | $6,710+73.7% |
| Admin fee / account holder | $44,343 | $15,381+188.3% | $12,815+246.0% | $11,403+288.9% |