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 | $279,190 | $58,208+379.6% | $81,812+241.3% | $80,856+245.3% |
| Participation rate | 96.4% | 63.4%+32.9pp | 72.3%+24.0pp | 67.6%+28.7pp |
| Annual return | 12.41% | 41.66%-29.3pp | 773.79%-761.4pp | 35.59%-23.2pp |
| Employer contribution / active EE | $10,627 | $2,340+354.2% | $2,912+264.9% | $2,755+285.8% |
| Participant deferral / active EE | $10,100 | $3,281+207.8% | $4,319+133.9% | $4,296+135.1% |
| Admin fee / account holder | $6,583 | $4,981+32.2% | $7,386-10.9% | $6,918-4.8% |