Filed January 7, 2019
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,355 | $57,354+34.9% | $83,848-7.7% | $64,186+20.5% |
| Participation rate | 75.7% | 68.6%+7.1pp | 76.1%-0.4pp | 69.6%+6.1pp |
| Annual return | -5.74% | 11.38%-17.1pp | 850.88%-856.6pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,445 | $2,545-43.2% | $3,631-60.2% | $2,381-39.3% |
| Participant deferral / active EE | $5,837 | $2,993+95.0% | $4,082+43.0% | $3,470+68.2% |
| Admin fee / account holder | $2,578 | $4,046-36.3% | $5,478-52.9% | $4,888-47.3% |