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 | $106,749+307.3% | $145,433+199.0% | $82,448+427.3% |
| Participation rate | 93.5% | 75.6%+17.9pp | 82.1%+11.4pp | 68.1%+25.5pp |
| Annual return | 16.62% | 27.59%-11.0pp | 66.58%-50.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $12,819 | $3,444+272.2% | $4,554+181.5% | $2,551+402.5% |
| Participant deferral / active EE | $14,244 | $6,519+118.5% | $7,897+80.4% | $4,139+244.1% |
| Admin fee / account holder | $15,606 | $8,390+86.0% | $13,129+18.9% | $7,234+115.7% |