Filed November 12, 2019 (most recent of 3 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 | $272,843 | $65,409+317.1% | $98,442+177.2% | $85,850+217.8% |
| Participation rate | 87.1% | 65.0%+22.1pp | 73.3%+13.8pp | 69.3%+17.8pp |
| Annual return | 12.09% | 21.76%-9.7pp | 1492.73%-1480.6pp | 318.53%-306.4pp |
| Employer contribution / active EE | $7,497 | $2,168+245.9% | $2,960+153.3% | $2,565+192.3% |
| Participant deferral / active EE | $6,940 | $3,166+119.2% | $4,276+62.3% | $3,952+75.6% |
| Admin fee / account holder | $25,640 | $4,593+458.3% | $5,949+331.0% | $6,260+309.6% |