Filed August 22, 2019 (most recent of 5 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 | $276,452 | $58,208+374.9% | $81,812+237.9% | $80,856+241.9% |
| Participation rate | 88.6% | 63.4%+25.2pp | 72.3%+16.2pp | 67.6%+20.9pp |
| Annual return | 16.11% | 41.66%-25.6pp | 773.79%-757.7pp | 35.59%-19.5pp |
| Employer contribution / active EE | $15,730 | $2,340+572.2% | $2,912+440.1% | $2,755+471.0% |
| Participant deferral / active EE | $13,412 | $3,281+308.8% | $4,319+210.6% | $4,296+212.2% |
| Admin fee / account holder | $30,616 | $4,981+514.6% | $7,386+314.5% | $6,918+342.6% |