Filed September 30, 2020 (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 | $274,321 | $54,762+400.9% | $90,281+203.9% | $72,985+275.9% |
| Participation rate | 87.8% | 65.1%+22.6pp | 73.3%+14.5pp | 69.5%+18.3pp |
| Annual return | 20.85% | 30.63%-9.8pp | 78.10%-57.2pp | 81.00%-60.2pp |
| Employer contribution / active EE | $11,534 | $2,092+451.2% | $2,854+304.1% | $2,440+372.7% |
| Participant deferral / active EE | $6,919 | $2,887+139.7% | $3,885+78.1% | $3,607+91.8% |
| Admin fee / account holder | $18,976 | $3,972+377.7% | $5,351+254.6% | $5,124+270.3% |