Filed May 17, 2019 (most recent of 10 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 | $319,615 | $63,346+404.6% | $92,233+246.5% | $70,131+355.7% |
| Participation rate | 93.8% | 68.7%+25.1pp | 76.5%+17.3pp | 69.5%+24.2pp |
| Annual return | 17.00% | 530.12%-513.1pp | 176.28%-159.3pp | 73.14%-56.1pp |
| Employer contribution / active EE | $15,992 | $2,471+547.2% | $3,679+334.7% | $2,342+582.7% |
| Participant deferral / active EE | $9,220 | $2,854+223.1% | $3,897+136.6% | $3,332+176.7% |
| Admin fee / account holder | $3,020 | $3,840-21.4% | $5,194-41.9% | $4,645-35.0% |