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 | $270,305 | $57,354+371.3% | $83,848+222.4% | $64,186+321.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.19% | 11.38%-17.6pp | 850.88%-857.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $15,103 | $2,545+493.4% | $3,631+316.0% | $2,381+534.4% |
| Participant deferral / active EE | $10,872 | $2,993+263.2% | $4,082+166.4% | $3,470+213.3% |
| Admin fee / account holder | $5,328 | $4,046+31.7% | $5,478-2.7% | $4,888+9.0% |