Filed October 23, 2018 (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 | $434,774 | $109,881+295.7% | $150,045+189.8% | $84,808+412.7% |
| Participation rate | 93.5% | 76.1%+17.5pp | 82.3%+11.2pp | 68.3%+25.2pp |
| Annual return | 16.62% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $12,819 | $3,561+260.0% | $4,693+173.1% | $2,631+387.2% |
| Participant deferral / active EE | $14,244 | $6,636+114.7% | $7,997+78.1% | $4,212+238.2% |
| Admin fee / account holder | $15,606 | $8,568+82.1% | $13,435+16.2% | $7,344+112.5% |